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 | $137,724 | $153,311-10.2% | $109,313+26.0% | $273,961-49.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.40% | 29.86%-24.5pp | 22.07%-16.7pp | 41.45%-36.1pp |
| Employer contribution / active EE | $6,694 | $5,619+19.1% | $3,892+72.0% | $4,869+37.5% |
| Participant deferral / active EE | $4,303 | $3,932+9.4% | $3,166+35.9% | $5,287-18.6% |
| Admin fee / account holder | $17 | $8,076-99.8% | $5,666-99.7% | $10,132-99.8% |