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 | $188,226 | $90,503+108.0% | $78,689+139.2% | $273,961-31.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.22% | 75.60%-67.4pp | 62.18%-54.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,675 | $3,176+47.2% | $2,851+64.0% | $4,869-4.0% |
| Participant deferral / active EE | $8,853 | $3,901+126.9% | $3,517+151.7% | $5,287+67.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |