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 | $109,412 | $181,894-39.8% | $156,549-30.1% | $273,961-60.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.13% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $13,376 | $6,248+114.1% | $5,501+143.2% | $4,869+174.7% |
| Participant deferral / active EE | $9,292 | $5,550+67.4% | $4,871+90.8% | $5,287+75.8% |
| Admin fee / account holder | $141 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |