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 | $176,665 | $215,361-18.0% | $171,082+3.3% | $273,961-35.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.88% | 25.14%-20.3pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $12,239 | $4,967+146.4% | $4,002+205.8% | $4,869+151.4% |
| Participant deferral / active EE | $8,820 | $5,543+59.1% | $4,797+83.8% | $5,287+66.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |