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 | $182,733 | $153,311+19.2% | $109,313+67.2% | $273,961-33.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.34% | 29.86%-23.5pp | 22.07%-15.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $3,510 | $5,619-37.5% | $3,892-9.8% | $4,869-27.9% |
| Participant deferral / active EE | $23,885 | $3,932+507.4% | $3,166+654.3% | $5,287+351.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |