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 | $107,514 | $116,175-7.5% | $93,606+14.9% | $152,861-29.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 9.47% | 35.96%-26.5pp | 32.76%-23.3pp | 345.32%-335.8pp |
| Employer contribution / active EE | $1,379 | $3,218-57.1% | $2,718-49.3% | $4,762-71.0% |
| Participant deferral / active EE | $6,449 | $4,603+40.1% | $4,069+58.5% | $5,850+10.2% |
| Admin fee / account holder | $298 | $10,748-97.2% | $7,888-96.2% | $11,596-97.4% |