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 | $100,707 | $121,625-17.2% | $104,607-3.7% | $158,922-36.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.73% | 465.26%-452.5pp | 340.46%-327.7pp | 302.83%-290.1pp |
| Employer contribution / active EE | $6,240 | $3,163+97.3% | $2,681+132.8% | $4,761+31.1% |
| Participant deferral / active EE | $6,935 | $4,177+66.0% | $3,740+85.5% | $5,982+15.9% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |