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 | $90,324 | $90,503-0.2% | $78,689+14.8% | $273,961-67.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.62% | 75.60%-73.0pp | 62.18%-59.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $9,021 | $3,176+184.1% | $2,851+216.5% | $4,869+85.3% |
| Participant deferral / active EE | $4,852 | $3,901+24.4% | $3,517+38.0% | $5,287-8.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |