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 | $97,862 | $181,894-46.2% | $156,549-37.5% | $273,961-64.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.82% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,174 | $6,248-65.2% | $5,501-60.5% | $4,869-55.4% |
| Participant deferral / active EE | $9,189 | $5,550+65.6% | $4,871+88.6% | $5,287+73.8% |
| Admin fee / account holder | $79 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |