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 | $133,390 | $93,346+42.9% | $71,796+85.8% | $273,961-51.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.88% | 130.39%-123.5pp | 78.04%-71.2pp | 41.45%-34.6pp |
| Employer contribution / active EE | $11,773 | $2,733+330.7% | $1,924+511.8% | $4,869+141.8% |
| Participant deferral / active EE | $5,106 | $3,475+46.9% | $2,794+82.7% | $5,287-3.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,132-100.0% |