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 | $77,884 | $135,952-42.7% | $123,892-37.1% | $273,961-71.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.27% | 56.63%-51.4pp | 47.52%-42.3pp | 41.45%-36.2pp |
| Employer contribution / active EE | $19,219 | $5,170+271.8% | $4,617+316.3% | $4,869+294.7% |
| Participant deferral / active EE | $14,130 | $6,343+122.8% | $5,984+136.1% | $5,287+167.3% |
| Admin fee / account holder | $78 | $9,817-99.2% | $8,357-99.1% | $10,132-99.2% |