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 | $225,673 | $135,952+66.0% | $123,892+82.2% | $273,961-17.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.22% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,068 | $5,170-40.6% | $4,617-33.5% | $4,869-37.0% |
| Participant deferral / active EE | $9,758 | $6,343+53.8% | $5,984+63.1% | $5,287+84.6% |
| Admin fee / account holder | $255 | $9,817-97.4% | $8,357-96.9% | $10,132-97.5% |