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 | $96,461 | $96,956-0.5% | $70,014+37.8% | $273,961-64.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 8.59% | 12.93%-4.3pp | 12.99%-4.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $7,230 | $3,316+118.0% | $2,338+209.2% | $4,869+48.5% |
| Participant deferral / active EE | $16,700 | $3,744+346.0% | $2,931+469.8% | $5,287+215.9% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,380-100.0% | $10,132-100.0% |