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 | $163,339 | $135,952+20.1% | $123,892+31.8% | $273,961-40.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.00% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,410 | $5,170-53.4% | $4,617-47.8% | $4,869-50.5% |
| Participant deferral / active EE | $8,700 | $6,343+37.2% | $5,984+45.4% | $5,287+64.5% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,132-99.8% |