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 | $190,493 | $136,307+39.8% | $106,619+78.7% | $273,961-30.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.48% | 11.05%-5.6pp | 9.42%-3.9pp | 41.45%-36.0pp |
| Employer contribution / active EE | $11,097 | $5,190+113.8% | $3,947+181.2% | $4,869+127.9% |
| Participant deferral / active EE | $7,063 | $4,969+42.1% | $3,930+79.7% | $5,287+33.6% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |