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 | $136,115 | $153,772-11.5% | $133,980+1.6% | $273,961-50.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.96% | 36.51%-28.6pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $13,282 | $6,029+120.3% | $5,211+154.9% | $4,869+172.8% |
| Participant deferral / active EE | $6,941 | $6,958-0.2% | $6,282+10.5% | $5,287+31.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |