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 | $111,776 | $272,150-58.9% | $271,250-58.8% | $259,158-56.9% |
| Participation rate | 100.0% | 100.0%0pp | 100.0%0pp | 95.8%+4.2pp |
| Annual return | 6.03% | 8.23%-2.2pp | 8.14%-2.1pp | 5.38%+0.7pp |
| Employer contribution / active EE | $0 | $26,442-100.0% | $26,869-100.0% | $22,268-100.0% |
| Participant deferral / active EE | $21,000 | $5,265+298.9% | $5,265+298.9% | $4,649+351.7% |
| Admin fee / account holder | $0 | $3,336-100.0% | $3,336-100.0% | $9,035-100.0% |