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 | $177,537 | $163,687+8.5% | $108,745+63.3% | $273,961-35.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 11.19% | 31.16%-20.0pp | 46.22%-35.0pp | 41.45%-30.3pp |
| Employer contribution / active EE | $14,341 | $4,711+204.4% | $3,323+331.6% | $4,869+194.6% |
| Participant deferral / active EE | $9,477 | $7,155+32.5% | $5,121+85.1% | $5,287+79.3% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |