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 | $130,148 | $153,311-15.1% | $109,313+19.1% | $273,961-52.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.92% | 29.86%-18.9pp | 22.07%-11.1pp | 41.45%-30.5pp |
| Employer contribution / active EE | $4,778 | $5,619-15.0% | $3,892+22.8% | $4,869-1.9% |
| Participant deferral / active EE | $14,785 | $3,932+276.0% | $3,166+366.9% | $5,287+179.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |