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 | $91,277 | $215,361-57.6% | $171,082-46.6% | $273,961-66.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.39% | 25.14%-17.8pp | 32.56%-25.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,838 | $4,967-42.9% | $4,002-29.1% | $4,869-41.7% |
| Participant deferral / active EE | $6,311 | $5,543+13.9% | $4,797+31.6% | $5,287+19.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |