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 | $100,321 | $135,952-26.2% | $123,892-19.0% | $273,961-63.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.81% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $3,393 | $5,170-34.4% | $4,617-26.5% | $4,869-30.3% |
| Participant deferral / active EE | $7,846 | $6,343+23.7% | $5,984+31.1% | $5,287+48.4% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |