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 | $83,131 | $135,952-38.9% | $123,892-32.9% | $273,961-69.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.19% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,603 | $5,170+27.7% | $4,617+43.0% | $4,869+35.6% |
| Participant deferral / active EE | $3,336 | $6,343-47.4% | $5,984-44.3% | $5,287-36.9% |
| Admin fee / account holder | $196 | $9,817-98.0% | $8,357-97.7% | $10,132-98.1% |