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 | $114,986 | $215,361-46.6% | $171,082-32.8% | $273,961-58.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.53% | 25.14%-18.6pp | 32.56%-26.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,237 | $4,967-75.1% | $4,002-69.1% | $4,869-74.6% |
| Participant deferral / active EE | $1,482 | $5,543-73.3% | $4,797-69.1% | $5,287-72.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |