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 | $204,283 | $215,361-5.1% | $171,082+19.4% | $273,961-25.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.58% | 25.14%-22.6pp | 32.56%-30.0pp | 41.45%-38.9pp |
| Employer contribution / active EE | $15,425 | $4,967+210.6% | $4,002+285.4% | $4,869+216.8% |
| Participant deferral / active EE | $4,600 | $5,543-17.0% | $4,797-4.1% | $5,287-13.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |