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 | $159,404 | $90,503+76.1% | $78,689+102.6% | $273,961-41.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.95% | 75.60%-66.7pp | 62.18%-53.2pp | 41.45%-32.5pp |
| Employer contribution / active EE | $10,933 | $3,176+244.2% | $2,851+283.5% | $4,869+124.5% |
| Participant deferral / active EE | $8,351 | $3,901+114.1% | $3,517+137.5% | $5,287+57.9% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |