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 | $98,471 | $153,772-36.0% | $133,980-26.5% | $273,961-64.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.85% | 36.51%-20.7pp | 29.30%-13.4pp | 41.45%-25.6pp |
| Employer contribution / active EE | $1,616 | $6,029-73.2% | $5,211-69.0% | $4,869-66.8% |
| Participant deferral / active EE | $6,576 | $6,958-5.5% | $6,282+4.7% | $5,287+24.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |