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 | $98,456 | $99,341-0.9% | $84,750+16.2% | $273,961-64.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.50% | 22.93%-13.4pp | 22.78%-13.3pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,336 | $4,214-44.6% | $3,574-34.6% | $4,869-52.0% |
| Participant deferral / active EE | $1,445 | $4,269-66.1% | $3,712-61.1% | $5,287-72.7% |
| Admin fee / account holder | $24 | $6,644-99.6% | $5,332-99.5% | $10,132-99.8% |