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 | $160,138 | $135,952+17.8% | $123,892+29.3% | $273,961-41.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.48% | 56.63%-49.1pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,291 | $5,170-36.3% | $4,617-28.7% | $4,869-32.4% |
| Participant deferral / active EE | $8,575 | $6,343+35.2% | $5,984+43.3% | $5,287+62.2% |
| Admin fee / account holder | $4 | $9,817-100.0% | $8,357-99.9% | $10,132-100.0% |