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 | $90,021 | $99,341-9.4% | $84,750+6.2% | $273,961-67.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.20% | 22.93%-17.7pp | 22.78%-17.6pp | 41.45%-36.3pp |
| Employer contribution / active EE | $9,834 | $4,214+133.4% | $3,574+175.1% | $4,869+102.0% |
| Participant deferral / active EE | $10,116 | $4,269+137.0% | $3,712+172.6% | $5,287+91.3% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |