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 | $125,410 | $153,311-18.2% | $109,313+14.7% | $273,961-54.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.67% | 29.86%-23.2pp | 22.07%-15.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $18,346 | $5,619+226.5% | $3,892+371.4% | $4,869+276.8% |
| Participant deferral / active EE | $1,500 | $3,932-61.9% | $3,166-52.6% | $5,287-71.6% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |