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 | $97,291 | $99,341-2.1% | $84,750+14.8% | $273,961-64.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.82% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.6pp |
| Employer contribution / active EE | $14,420 | $4,214+242.2% | $3,574+303.5% | $4,869+196.2% |
| Participant deferral / active EE | $14,000 | $4,269+227.9% | $3,712+277.2% | $5,287+164.8% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |