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 | $87,040 | $215,361-59.6% | $171,082-49.1% | $273,961-68.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.58% | 25.14%-17.6pp | 32.56%-25.0pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,452 | $4,967-50.6% | $4,002-38.7% | $4,869-49.6% |
| Participant deferral / active EE | $8,342 | $5,543+50.5% | $4,797+73.9% | $5,287+57.8% |
| Admin fee / account holder | $55 | $10,846-99.5% | $8,520-99.4% | $10,132-99.5% |