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 | $86,604 | $90,503-4.3% | $78,689+10.1% | $273,961-68.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.13% | 75.60%-67.5pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $15,815 | $3,176+398.0% | $2,851+454.8% | $4,869+224.8% |
| Participant deferral / active EE | $2,408 | $3,901-38.3% | $3,517-31.5% | $5,287-54.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |