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 | $97,060 | $90,503+7.2% | $78,689+23.3% | $273,961-64.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.29% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.2pp |
| Employer contribution / active EE | $1,267 | $3,176-60.1% | $2,851-55.5% | $4,869-74.0% |
| Participant deferral / active EE | $5,193 | $3,901+33.1% | $3,517+47.7% | $5,287-1.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |