See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,835 | $45,073+319.0% | $69,455+171.9% | $72,985+158.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.02% | 22.65%-0.6pp | 28.97%-6.9pp | 81.00%-59.0pp |
| Employer contribution / active EE | $15,749 | $2,054+666.8% | $2,779+466.7% | $2,440+545.5% |
| Participant deferral / active EE | $4,654 | $2,602+78.9% | $3,535+31.6% | $3,607+29.0% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |