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 | $117,117 | $93,346+25.5% | $71,796+63.1% | $273,961-57.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.37% | 130.39%-123.0pp | 78.04%-70.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,690 | $2,733-38.2% | $1,924-12.2% | $4,869-65.3% |
| Participant deferral / active EE | $8,674 | $3,475+149.6% | $2,794+210.4% | $5,287+64.1% |
| Admin fee / account holder | $151 | $6,571-97.7% | $4,815-96.9% | $10,132-98.5% |