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 | $130,522 | $90,503+44.2% | $78,689+65.9% | $273,961-52.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.81% | 75.60%-65.8pp | 62.18%-52.4pp | 41.45%-31.6pp |
| Employer contribution / active EE | $9,166 | $3,176+188.6% | $2,851+221.5% | $4,869+88.3% |
| Participant deferral / active EE | $2,907 | $3,901-25.5% | $3,517-17.3% | $5,287-45.0% |
| Admin fee / account holder | $36 | $5,263-99.3% | $4,510-99.2% | $10,132-99.6% |