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 | $137,538 | $105,630+30.2% | $87,507+57.2% | $273,961-49.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 9.03% | 12.25%-3.2pp | 12.21%-3.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $13,570 | $3,141+332.1% | $2,550+432.2% | $4,869+178.7% |
| Participant deferral / active EE | $7,675 | $3,601+113.1% | $3,149+143.7% | $5,287+45.2% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |