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 | $122,417 | $103,949+17.8% | $69,182+76.9% | $273,961-55.3% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.95% | 35.28%-27.3pp | -21.93%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,494 | $1,783-16.2% | $1,206+23.9% | $4,869-69.3% |
| Participant deferral / active EE | $9,600 | $2,716+253.4% | $1,897+406.1% | $5,287+81.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |