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 | $135,630 | $96,557+40.5% | $80,975+67.5% | $273,961-50.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.91% | 15.14%-9.2pp | 17.10%-11.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,195 | $4,868-54.9% | $3,714-40.9% | $4,869-54.9% |
| Participant deferral / active EE | $11,747 | $6,598+78.0% | $5,696+106.2% | $5,287+122.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |