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 | $100,323 | $135,952-26.2% | $123,892-19.0% | $273,961-63.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.91% | 56.63%-36.7pp | 47.52%-27.6pp | 41.45%-21.5pp |
| Employer contribution / active EE | $2,490 | $5,170-51.8% | $4,617-46.1% | $4,869-48.9% |
| Participant deferral / active EE | $10,000 | $6,343+57.7% | $5,984+67.1% | $5,287+89.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |