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 | $92,362 | $90,503+2.1% | $78,689+17.4% | $273,961-66.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 11.76% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $3,454 | $3,176+8.8% | $2,851+21.2% | $4,869-29.1% |
| Participant deferral / active EE | $3,454 | $3,901-11.5% | $3,517-1.8% | $5,287-34.7% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |