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 | $134,407 | $96,557+39.2% | $80,975+66.0% | $273,961-50.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.60% | 15.14%-1.5pp | 17.10%-3.5pp | 41.45%-27.9pp |
| Employer contribution / active EE | $7,996 | $4,868+64.3% | $3,714+115.3% | $4,869+64.2% |
| Participant deferral / active EE | $13,808 | $6,598+109.3% | $5,696+142.4% | $5,287+161.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |