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 | $99,059 | $135,952-27.1% | $123,892-20.0% | $273,961-63.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.07% | 56.63%-50.6pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $12,876 | $5,170+149.1% | $4,617+178.9% | $4,869+164.5% |
| Participant deferral / active EE | $17,200 | $6,343+171.2% | $5,984+187.4% | $5,287+225.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |