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 | $120,399 | $135,952-11.4% | $123,892-2.8% | $273,961-56.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.66% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $3,150 | $5,170-39.1% | $4,617-31.8% | $4,869-35.3% |
| Participant deferral / active EE | $13,717 | $6,343+116.3% | $5,984+129.2% | $5,287+159.4% |
| Admin fee / account holder | $139 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |