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 | $126,959 | $99,341+27.8% | $84,750+49.8% | $273,961-53.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.29% | 22.93%-20.6pp | 22.78%-20.5pp | 41.45%-39.2pp |
| Employer contribution / active EE | $2,458 | $4,214-41.7% | $3,574-31.2% | $4,869-49.5% |
| Participant deferral / active EE | $1,229 | $4,269-71.2% | $3,712-66.9% | $5,287-76.7% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |