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 | $116,829 | $153,772-24.0% | $133,980-12.8% | $273,961-57.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.12% | 36.51%-23.4pp | 29.30%-16.2pp | 41.45%-28.3pp |
| Employer contribution / active EE | $2,879 | $6,029-52.2% | $5,211-44.7% | $4,869-40.9% |
| Participant deferral / active EE | $2,550 | $6,958-63.4% | $6,282-59.4% | $5,287-51.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |