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 | $153,789 | $153,311+0.3% | $109,313+40.7% | $273,961-43.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.91% | 29.86%-24.9pp | 22.07%-17.2pp | 41.45%-36.5pp |
| Employer contribution / active EE | $2,875 | $5,619-48.8% | $3,892-26.1% | $4,869-41.0% |
| Participant deferral / active EE | $9,713 | $3,932+147.0% | $3,166+206.7% | $5,287+83.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |