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 | $99,864 | $93,346+7.0% | $71,796+39.1% | $273,961-63.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.83% | 130.39%-123.6pp | 78.04%-71.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,938 | $2,733+44.1% | $1,924+104.6% | $4,869-19.1% |
| Participant deferral / active EE | $6,141 | $3,475+76.7% | $2,794+119.8% | $5,287+16.2% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |