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 | $121,923 | $90,503+34.7% | $78,689+54.9% | $273,961-55.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.85% | 75.60%-70.8pp | 62.18%-57.3pp | 41.45%-36.6pp |
| Employer contribution / active EE | $5,651 | $3,176+77.9% | $2,851+98.2% | $4,869+16.1% |
| Participant deferral / active EE | $7,675 | $3,901+96.7% | $3,517+118.2% | $5,287+45.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |