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 | $107,222 | $181,894-41.1% | $156,549-31.5% | $273,961-60.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 9.91% | 30.74%-20.8pp | 32.23%-22.3pp | 41.45%-31.5pp |
| Employer contribution / active EE | $6,960 | $6,248+11.4% | $5,501+26.5% | $4,869+43.0% |
| Participant deferral / active EE | $16,000 | $5,550+188.3% | $4,871+228.5% | $5,287+202.6% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |