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 | $81,541 | $83,337-2.2% | $67,834+20.2% | $273,961-70.2% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.21% | 259.45%-252.2pp | 138.47%-131.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,199 | $3,287-2.7% | $2,403+33.1% | $4,869-34.3% |
| Participant deferral / active EE | $10,443 | $4,088+155.4% | $3,160+230.5% | $5,287+97.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |