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 | $208,315 | $215,361-3.3% | $171,082+21.8% | $273,961-24.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.50% | 25.14%-19.6pp | 32.56%-27.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $10,000 | $4,967+101.3% | $4,002+149.9% | $4,869+105.4% |
| Participant deferral / active EE | $9,000 | $5,543+62.4% | $4,797+87.6% | $5,287+70.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |