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 | $91,862 | $181,894-49.5% | $156,549-41.3% | $273,961-66.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 17.58% | 30.74%-13.2pp | 32.23%-14.6pp | 41.45%-23.9pp |
| Employer contribution / active EE | $16,885 | $6,248+170.3% | $5,501+206.9% | $4,869+246.8% |
| Participant deferral / active EE | $7,183 | $5,550+29.4% | $4,871+47.5% | $5,287+35.9% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |