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 | $114,632 | $136,307-15.9% | $106,619+7.5% | $273,961-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.54% | 11.05%-5.5pp | 9.42%-3.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $6,944 | $5,190+33.8% | $3,947+76.0% | $4,869+42.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $133 | $8,625-98.5% | $6,418-97.9% | $10,132-98.7% |