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 | $109,230 | $215,361-49.3% | $171,082-36.2% | $273,961-60.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.66% | 25.14%-20.5pp | 32.56%-27.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $19,799 | $4,967+298.6% | $4,002+394.7% | $4,869+306.6% |
| Participant deferral / active EE | $13,950 | $5,543+151.7% | $4,797+190.8% | $5,287+163.8% |
| Admin fee / account holder | $50 | $10,846-99.5% | $8,520-99.4% | $10,132-99.5% |