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 | $58,889 | $153,772-61.7% | $133,980-56.0% | $273,961-78.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 26.04% | 36.51%-10.5pp | 29.30%-3.3pp | 41.45%-15.4pp |
| Employer contribution / active EE | $12,923 | $6,029+114.4% | $5,211+148.0% | $4,869+165.4% |
| Participant deferral / active EE | $13,553 | $6,958+94.8% | $6,282+115.7% | $5,287+156.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |