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 | $100,579 | $93,071+8.1% | $74,583+34.9% | $273,961-63.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.12% | 26.18%-18.1pp | 20.47%-12.3pp | 41.45%-33.3pp |
| Employer contribution / active EE | $10,252 | $3,160+224.5% | $2,525+306.0% | $4,869+110.6% |
| Participant deferral / active EE | $7,544 | $4,160+81.3% | $3,458+118.2% | $5,287+42.7% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |