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 | $218,436 | $135,952+60.7% | $123,892+76.3% | $273,961-20.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 21.94% | 56.63%-34.7pp | 47.52%-25.6pp | 41.45%-19.5pp |
| Employer contribution / active EE | $4,245 | $5,170-17.9% | $4,617-8.0% | $4,869-12.8% |
| Participant deferral / active EE | $9,664 | $6,343+52.4% | $5,984+61.5% | $5,287+82.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |