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 | $143,152 | $90,503+58.2% | $78,689+81.9% | $273,961-47.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.61% | 75.60%-68.0pp | 62.18%-54.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $7,338 | $3,176+131.1% | $2,851+157.4% | $4,869+50.7% |
| Participant deferral / active EE | $3,259 | $3,901-16.5% | $3,517-7.3% | $5,287-38.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |