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 | $115,802 | $215,361-46.2% | $171,082-32.3% | $273,961-57.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.75% | 25.14%-20.4pp | 32.56%-27.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $7,838 | $4,967+57.8% | $4,002+95.9% | $4,869+61.0% |
| Participant deferral / active EE | $9,604 | $5,543+73.3% | $4,797+100.2% | $5,287+81.6% |
| Admin fee / account holder | $145 | $10,846-98.7% | $8,520-98.3% | $10,132-98.6% |