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 | $129,138 | $153,772-16.0% | $133,980-3.6% | $273,961-52.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.99% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,978 | $6,029-67.2% | $5,211-62.1% | $4,869-59.4% |
| Participant deferral / active EE | $17,150 | $6,958+146.5% | $6,282+173.0% | $5,287+224.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |