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 | $142,271 | $153,311-7.2% | $109,313+30.2% | $273,961-48.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.39% | 29.86%-22.5pp | 22.07%-14.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $6,800 | $5,619+21.0% | $3,892+74.7% | $4,869+39.7% |
| Participant deferral / active EE | $9,040 | $3,932+129.9% | $3,166+185.5% | $5,287+71.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |