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 | $70,287 | $215,361-67.4% | $171,082-58.9% | $273,961-74.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.25% | 25.14%-12.9pp | 32.56%-20.3pp | 41.45%-29.2pp |
| Employer contribution / active EE | $22,181 | $4,967+346.6% | $4,002+454.3% | $4,869+355.6% |
| Participant deferral / active EE | $22,000 | $5,543+296.9% | $4,797+358.6% | $5,287+316.1% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |