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 | $77,783 | $135,952-42.8% | $123,892-37.2% | $273,961-71.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.78% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $23,060 | $5,170+346.1% | $4,617+399.5% | $4,869+373.6% |
| Participant deferral / active EE | $15,900 | $6,343+150.7% | $5,984+165.7% | $5,287+200.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |