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 | $87,761 | $93,071-5.7% | $74,583+17.7% | $273,961-68.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 16.33% | 26.18%-9.9pp | 20.47%-4.1pp | 41.45%-25.1pp |
| Employer contribution / active EE | $2,252 | $3,160-28.7% | $2,525-10.8% | $4,869-53.8% |
| Participant deferral / active EE | $7,833 | $4,160+88.3% | $3,458+126.5% | $5,287+48.1% |
| Admin fee / account holder | $109 | $5,272-97.9% | $4,138-97.4% | $10,132-98.9% |