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 | $71,614 | $181,894-60.6% | $156,549-54.3% | $273,961-73.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.01% | 30.74%-18.7pp | 32.23%-20.2pp | 41.45%-29.4pp |
| Employer contribution / active EE | $2,005 | $6,248-67.9% | $5,501-63.6% | $4,869-58.8% |
| Participant deferral / active EE | $11,813 | $5,550+112.9% | $4,871+142.5% | $5,287+123.4% |
| Admin fee / account holder | $113 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |