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 | $78,120 | $93,071-16.1% | $74,583+4.7% | $273,961-71.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.66% | 26.18%-17.5pp | 20.47%-11.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6,107 | $3,160+93.3% | $2,525+141.8% | $4,869+25.4% |
| Participant deferral / active EE | $3,857 | $4,160-7.3% | $3,458+11.5% | $5,287-27.0% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |