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 | $121,832 | $93,071+30.9% | $74,583+63.4% | $273,961-55.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.61% | 26.18%-19.6pp | 20.47%-13.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $769 | $3,160-75.7% | $2,525-69.5% | $4,869-84.2% |
| Participant deferral / active EE | $961 | $4,160-76.9% | $3,458-72.2% | $5,287-81.8% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |