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 | $115,560 | $96,557+19.7% | $80,975+42.7% | $273,961-57.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.03% | 15.14%-6.1pp | 17.10%-8.1pp | 41.45%-32.4pp |
| Employer contribution / active EE | $6,262 | $4,868+28.6% | $3,714+68.6% | $4,869+28.6% |
| Participant deferral / active EE | $7,405 | $6,598+12.2% | $5,696+30.0% | $5,287+40.0% |
| Admin fee / account holder | $6 | $7,492-99.9% | $5,516-99.9% | $10,132-99.9% |