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 | $147,568 | $135,952+8.5% | $123,892+19.1% | $273,961-46.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.76% | 56.63%-45.9pp | 47.52%-36.8pp | 41.45%-30.7pp |
| Employer contribution / active EE | $14,158 | $5,170+173.9% | $4,617+206.7% | $4,869+190.8% |
| Participant deferral / active EE | $2,600 | $6,343-59.0% | $5,984-56.6% | $5,287-50.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |