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 | $107,223 | $153,772-30.3% | $133,980-20.0% | $273,961-60.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.22% | 36.51%-24.3pp | 29.30%-17.1pp | 41.45%-29.2pp |
| Employer contribution / active EE | $1,500 | $6,029-75.1% | $5,211-71.2% | $4,869-69.2% |
| Participant deferral / active EE | $13,500 | $6,958+94.0% | $6,282+114.9% | $5,287+155.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |