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 | $81,140 | $181,894-55.4% | $156,549-48.2% | $273,961-70.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.69% | 30.74%-24.0pp | 32.23%-25.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $4,254 | $6,248-31.9% | $5,501-22.7% | $4,869-12.6% |
| Participant deferral / active EE | $14,260 | $5,550+156.9% | $4,871+192.7% | $5,287+169.7% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |