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 | $163,682 | $215,361-24.0% | $171,082-4.3% | $273,961-40.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.77% | 25.14%-17.4pp | 32.56%-24.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,196 | $4,967-35.7% | $4,002-20.2% | $4,869-34.4% |
| Participant deferral / active EE | $10,206 | $5,543+84.1% | $4,797+112.7% | $5,287+93.0% |
| Admin fee / account holder | $10 | $10,846-99.9% | $8,520-99.9% | $10,132-99.9% |