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 | $93,085 | $153,772-39.5% | $133,980-30.5% | $273,961-66.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.05% | 36.51%-27.5pp | 29.30%-20.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $3,225 | $6,029-46.5% | $5,211-38.1% | $4,869-33.8% |
| Participant deferral / active EE | $9,261 | $6,958+33.1% | $6,282+47.4% | $5,287+75.2% |
| Admin fee / account holder | $50 | $11,765-99.6% | $9,324-99.5% | $10,132-99.5% |