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 | $96,973 | $135,952-28.7% | $123,892-21.7% | $273,961-64.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.59% | 56.63%-46.0pp | 47.52%-36.9pp | 41.45%-30.9pp |
| Employer contribution / active EE | $8,240 | $5,170+59.4% | $4,617+78.5% | $4,869+69.2% |
| Participant deferral / active EE | $6,840 | $6,343+7.8% | $5,984+14.3% | $5,287+29.4% |
| Admin fee / account holder | $141 | $9,817-98.6% | $8,357-98.3% | $10,132-98.6% |