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 | $98,357 | $135,952-27.7% | $123,892-20.6% | $273,961-64.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 31.21% | 56.63%-25.4pp | 47.52%-16.3pp | 41.45%-10.2pp |
| Employer contribution / active EE | $8,576 | $5,170+65.9% | $4,617+85.8% | $4,869+76.1% |
| Participant deferral / active EE | $9,575 | $6,343+51.0% | $5,984+60.0% | $5,287+81.1% |
| Admin fee / account holder | $176 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |