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 | $120,617 | $135,952-11.3% | $123,892-2.6% | $273,961-56.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.88% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $7,032 | $5,170+36.0% | $4,617+52.3% | $4,869+44.4% |
| Participant deferral / active EE | $9,890 | $6,343+55.9% | $5,984+65.3% | $5,287+87.1% |
| Admin fee / account holder | $189 | $9,817-98.1% | $8,357-97.7% | $10,132-98.1% |