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 | $93,716 | $135,952-31.1% | $123,892-24.4% | $273,961-65.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 25.71% | 56.63%-30.9pp | 47.52%-21.8pp | 41.45%-15.7pp |
| Employer contribution / active EE | $10,030 | $5,170+94.0% | $4,617+117.2% | $4,869+106.0% |
| Participant deferral / active EE | $19,534 | $6,343+208.0% | $5,984+226.4% | $5,287+269.5% |
| Admin fee / account holder | $158 | $9,817-98.4% | $8,357-98.1% | $10,132-98.4% |