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 | $78,127 | $135,952-42.5% | $123,892-36.9% | $273,961-71.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.91% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $13,738 | $5,170+165.7% | $4,617+197.6% | $4,869+182.2% |
| Participant deferral / active EE | $11,436 | $6,343+80.3% | $5,984+91.1% | $5,287+116.3% |
| Admin fee / account holder | $110 | $9,817-98.9% | $8,357-98.7% | $10,132-98.9% |