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 | $66,346 | $135,952-51.2% | $123,892-46.4% | $273,961-75.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.56% | 56.63%-45.1pp | 47.52%-36.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $17,354 | $5,170+235.7% | $4,617+275.9% | $4,869+256.4% |
| Participant deferral / active EE | $16,293 | $6,343+156.9% | $5,984+172.3% | $5,287+208.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |