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 | $132,321 | $181,894-27.3% | $156,549-15.5% | $273,961-51.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.59% | 30.74%-23.2pp | 32.23%-24.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,744 | $6,248-72.1% | $5,501-68.3% | $4,869-64.2% |
| Participant deferral / active EE | $6,343 | $5,550+14.3% | $4,871+30.2% | $5,287+20.0% |
| Admin fee / account holder | $26 | $15,559-99.8% | $13,027-99.8% | $10,132-99.7% |