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 | $132,506 | $90,503+46.4% | $78,689+68.4% | $273,961-51.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.83% | 75.60%-68.8pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,608 | $3,176-17.9% | $2,851-8.5% | $4,869-46.4% |
| Participant deferral / active EE | $7,384 | $3,901+89.3% | $3,517+109.9% | $5,287+39.7% |
| Admin fee / account holder | $252 | $5,263-95.2% | $4,510-94.4% | $10,132-97.5% |