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 | $101,689 | $88,707+14.6% | $74,183+37.1% | $273,961-62.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.79% | 11.94%-5.2pp | 17.74%-10.9pp | 41.45%-34.7pp |
| Employer contribution / active EE | $5,724 | $3,159+81.2% | $2,370+141.5% | $4,869+17.6% |
| Participant deferral / active EE | $8,871 | $4,212+110.6% | $3,550+149.9% | $5,287+67.8% |
| Admin fee / account holder | $194 | $8,717-97.8% | $5,586-96.5% | $10,132-98.1% |