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 7-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 | $109,950 | $153,772-28.5% | $133,980-17.9% | $273,961-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.27% | 36.51%-27.2pp | 29.30%-20.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $10,044 | $6,029+66.6% | $5,211+92.7% | $4,869+106.3% |
| Participant deferral / active EE | $11,887 | $6,958+70.8% | $6,282+89.2% | $5,287+124.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |