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 | $120,140 | $136,307-11.9% | $106,619+12.7% | $273,961-56.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.34% | 11.05%-5.7pp | 9.42%-4.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,836 | $5,190-64.6% | $3,947-53.5% | $4,869-62.3% |
| Participant deferral / active EE | $3,202 | $4,969-35.6% | $3,930-18.5% | $5,287-39.4% |
| Admin fee / account holder | $25 | $8,625-99.7% | $6,418-99.6% | $10,132-99.8% |