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 | $102,332 | $135,952-24.7% | $123,892-17.4% | $273,961-62.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.73% | 56.63%-52.9pp | 47.52%-43.8pp | 41.45%-37.7pp |
| Employer contribution / active EE | $16,735 | $5,170+223.7% | $4,617+262.5% | $4,869+243.7% |
| Participant deferral / active EE | $10,133 | $6,343+59.8% | $5,984+69.3% | $5,287+91.7% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |