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 | $198,052 | $153,772+28.8% | $133,980+47.8% | $273,961-27.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 12.71% | 36.51%-23.8pp | 29.30%-16.6pp | 41.45%-28.7pp |
| Employer contribution / active EE | $2,988 | $6,029-50.4% | $5,211-42.7% | $4,869-38.6% |
| Participant deferral / active EE | $11,222 | $6,958+61.3% | $6,282+78.6% | $5,287+112.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |