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 | $97,684 | $99,341-1.7% | $84,750+15.3% | $273,961-64.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.70% | 22.93%-10.2pp | 22.78%-10.1pp | 41.45%-28.8pp |
| Employer contribution / active EE | $2,964 | $4,214-29.7% | $3,574-17.1% | $4,869-39.1% |
| Participant deferral / active EE | $7,667 | $4,269+79.6% | $3,712+106.6% | $5,287+45.0% |
| Admin fee / account holder | $191 | $6,644-97.1% | $5,332-96.4% | $10,132-98.1% |