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 | $110,382 | $99,341+11.1% | $84,750+30.2% | $273,961-59.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.55% | 22.93%-12.4pp | 22.78%-12.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $13,651 | $4,214+224.0% | $3,574+281.9% | $4,869+180.4% |
| Participant deferral / active EE | $11,254 | $4,269+163.6% | $3,712+203.2% | $5,287+112.9% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |