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 | $139,847 | $153,772-9.1% | $133,980+4.4% | $273,961-49.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.39% | 36.51%-32.1pp | 29.30%-24.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $8,163 | $6,029+35.4% | $5,211+56.6% | $4,869+67.7% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100 | $11,765-99.1% | $9,324-98.9% | $10,132-99.0% |