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 | $205,743 | $96,956+112.2% | $70,014+193.9% | $273,961-24.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 3.69% | 12.93%-9.2pp | 12.99%-9.3pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,187 | $3,316-34.0% | $2,338-6.5% | $4,869-55.1% |
| Participant deferral / active EE | $9,000 | $3,744+140.4% | $2,931+207.1% | $5,287+70.2% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |