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 | $108,748 | $135,952-20.0% | $123,892-12.2% | $273,961-60.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.96% | 56.63%-45.7pp | 47.52%-36.6pp | 41.45%-30.5pp |
| Employer contribution / active EE | $5,718 | $5,170+10.6% | $4,617+23.9% | $4,869+17.5% |
| Participant deferral / active EE | $8,009 | $6,343+26.3% | $5,984+33.8% | $5,287+51.5% |
| Admin fee / account holder | $260 | $9,817-97.3% | $8,357-96.9% | $10,132-97.4% |