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 | $109,165 | $96,557+13.1% | $80,975+34.8% | $273,961-60.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.38% | 15.14%-0.8pp | 17.10%-2.7pp | 41.45%-27.1pp |
| Employer contribution / active EE | $2,147 | $4,868-55.9% | $3,714-42.2% | $4,869-55.9% |
| Participant deferral / active EE | $2,234 | $6,598-66.1% | $5,696-60.8% | $5,287-57.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |