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 | $87,778 | $153,772-42.9% | $133,980-34.5% | $273,961-68.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.91% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.5pp |
| Employer contribution / active EE | $10,029 | $6,029+66.4% | $5,211+92.4% | $4,869+106.0% |
| Participant deferral / active EE | $13,250 | $6,958+90.4% | $6,282+110.9% | $5,287+150.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |