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 | $121,749 | $181,894-33.1% | $156,549-22.2% | $273,961-55.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.52% | 30.74%-27.2pp | 32.23%-28.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $4,852 | $6,248-22.3% | $5,501-11.8% | $4,869-0.3% |
| Participant deferral / active EE | $7,305 | $5,550+31.6% | $4,871+50.0% | $5,287+38.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |