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 | $200,465 | $135,952+47.5% | $123,892+61.8% | $273,961-26.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.31% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $4,821 | $5,170-6.7% | $4,617+4.4% | $4,869-1.0% |
| Participant deferral / active EE | $4,997 | $6,343-21.2% | $5,984-16.5% | $5,287-5.5% |
| Admin fee / account holder | $88 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |