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 | $148,448 | $88,583+67.6% | $88,497+67.7% | $273,961-45.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.71% | 5.68%+1.0pp | 7.63%-0.9pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,963 | $4,502-34.2% | $4,036-26.6% | $4,869-39.1% |
| Participant deferral / active EE | $20,571 | $4,891+320.6% | $4,899+319.9% | $5,287+289.1% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |