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 | $138,462 | $90,503+53.0% | $78,689+76.0% | $273,961-49.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.00% | 75.60%-68.6pp | 62.18%-55.2pp | 41.45%-34.5pp |
| Employer contribution / active EE | $600 | $3,176-81.1% | $2,851-79.0% | $4,869-87.7% |
| Participant deferral / active EE | $5,406 | $3,901+38.6% | $3,517+53.7% | $5,287+2.3% |
| Admin fee / account holder | $6 | $5,263-99.9% | $4,510-99.9% | $10,132-99.9% |