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 | $72,448 | $181,894-60.2% | $156,549-53.7% | $273,961-73.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.41% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $10,751 | $6,248+72.1% | $5,501+95.4% | $4,869+120.8% |
| Participant deferral / active EE | $9,255 | $5,550+66.8% | $4,871+90.0% | $5,287+75.0% |
| Admin fee / account holder | $197 | $15,559-98.7% | $13,027-98.5% | $10,132-98.1% |