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 | $107,056 | $96,557+10.9% | $80,975+32.2% | $273,961-60.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.60% | 15.14%-10.5pp | 17.10%-12.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $10,000 | $4,868+105.4% | $3,714+169.2% | $4,869+105.4% |
| Participant deferral / active EE | $9,600 | $6,598+45.5% | $5,696+68.5% | $5,287+81.6% |
| Admin fee / account holder | $80 | $7,492-98.9% | $5,516-98.5% | $10,132-99.2% |