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 | $85,757 | $65,685+30.6% | $57,179+50.0% | $273,961-68.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.21% | 21.99%-13.8pp | 14.59%-6.4pp | 41.45%-33.2pp |
| Employer contribution / active EE | $9,893 | $3,279+201.8% | $2,682+268.8% | $4,869+103.2% |
| Participant deferral / active EE | $10,527 | $3,782+178.4% | $3,096+240.0% | $5,287+99.1% |
| Admin fee / account holder | $7 | $4,835-99.8% | $3,139-99.8% | $10,132-99.9% |