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 | $129,605 | $153,772-15.7% | $133,980-3.3% | $273,961-52.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.33% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.1pp |
| Employer contribution / active EE | $10,431 | $6,029+73.0% | $5,211+100.2% | $4,869+114.2% |
| Participant deferral / active EE | $5,688 | $6,958-18.3% | $6,282-9.5% | $5,287+7.6% |
| Admin fee / account holder | $63 | $11,765-99.5% | $9,324-99.3% | $10,132-99.4% |