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 | $118,417 | $83,337+42.1% | $67,834+74.6% | $273,961-56.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 7.05% | 259.45%-252.4pp | 138.47%-131.4pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,688 | $3,287-18.2% | $2,403+11.8% | $4,869-44.8% |
| Participant deferral / active EE | $7,392 | $4,088+80.8% | $3,160+133.9% | $5,287+39.8% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |