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 | $165,854 | $135,952+22.0% | $123,892+33.9% | $273,961-39.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.05% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,584 | $5,170-30.7% | $4,617-22.4% | $4,869-26.4% |
| Participant deferral / active EE | $6,501 | $6,343+2.5% | $5,984+8.6% | $5,287+23.0% |
| Admin fee / account holder | $40 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |