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 | $148,063 | $96,557+53.3% | $80,975+82.9% | $273,961-46.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.47% | 15.14%-5.7pp | 17.10%-7.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,430 | $4,868+52.6% | $3,714+100.0% | $4,869+52.6% |
| Participant deferral / active EE | $8,453 | $6,598+28.1% | $5,696+48.4% | $5,287+59.9% |
| Admin fee / account holder | $66 | $7,492-99.1% | $5,516-98.8% | $10,132-99.4% |