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 | $230,610 | $117,983+95.5% | $101,794+126.5% | $142,382+62.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.53% | 36.92%-24.4pp | 30.53%-18.0pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,151 | $2,773+13.6% | $2,289+37.7% | $4,299-26.7% |
| Participant deferral / active EE | $9,870 | $4,714+109.4% | $4,084+141.7% | $6,507+51.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |