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 | $83,840 | $135,952-38.3% | $123,892-32.3% | $273,961-69.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.34% | 56.63%-47.3pp | 47.52%-38.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $18,483 | $5,170+257.5% | $4,617+300.3% | $4,869+279.6% |
| Participant deferral / active EE | $11,036 | $6,343+74.0% | $5,984+84.4% | $5,287+108.7% |
| Admin fee / account holder | $125 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |