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 | $101,020 | $96,557+4.6% | $80,975+24.8% | $273,961-63.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.22% | 15.14%-6.9pp | 17.10%-8.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $7,173 | $4,868+47.3% | $3,714+93.1% | $4,869+47.3% |
| Participant deferral / active EE | $12,462 | $6,598+88.9% | $5,696+118.8% | $5,287+135.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |