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 | $107,743 | $135,952-20.7% | $123,892-13.0% | $273,961-60.7% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 11.27% | 56.63%-45.4pp | 47.52%-36.2pp | 41.45%-30.2pp |
| Employer contribution / active EE | $12,896 | $5,170+149.4% | $4,617+179.3% | $4,869+164.9% |
| Participant deferral / active EE | $10,577 | $6,343+66.8% | $5,984+76.8% | $5,287+100.1% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |