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 | $172,501 | $135,952+26.9% | $123,892+39.2% | $273,961-37.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.01% | 56.63%-44.6pp | 47.52%-35.5pp | 41.45%-29.4pp |
| Employer contribution / active EE | $11,024 | $5,170+113.2% | $4,617+138.8% | $4,869+126.4% |
| Participant deferral / active EE | $7,721 | $6,343+21.7% | $5,984+29.0% | $5,287+46.0% |
| Admin fee / account holder | $89 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |