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 | $125,629 | $153,772-18.3% | $133,980-6.2% | $273,961-54.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.48% | 36.51%-27.0pp | 29.30%-19.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $7,755 | $6,029+28.6% | $5,211+48.8% | $4,869+59.3% |
| Participant deferral / active EE | $8,232 | $6,958+18.3% | $6,282+31.0% | $5,287+55.7% |
| Admin fee / account holder | $29 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |