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 | $113,073 | $135,952-16.8% | $123,892-8.7% | $273,961-58.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,702 | $5,170-67.1% | $4,617-63.1% | $4,869-65.0% |
| Participant deferral / active EE | $6,768 | $6,343+6.7% | $5,984+13.1% | $5,287+28.0% |
| Admin fee / account holder | -$150 | $9,817-101.5% | $8,357-101.8% | $10,132-101.5% |