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 | $244,603 | $135,952+79.9% | $123,892+97.4% | $273,961-10.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.00% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $13,725 | $5,170+165.5% | $4,617+197.3% | $4,869+181.9% |
| Participant deferral / active EE | $11,204 | $6,343+76.6% | $5,984+87.2% | $5,287+111.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |