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 | $90,257 | $135,952-33.6% | $123,892-27.1% | $273,961-67.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.38% | 56.63%-42.3pp | 47.52%-33.1pp | 41.45%-27.1pp |
| Employer contribution / active EE | $2,424 | $5,170-53.1% | $4,617-47.5% | $4,869-50.2% |
| Participant deferral / active EE | $10,424 | $6,343+64.3% | $5,984+74.2% | $5,287+97.2% |
| Admin fee / account holder | $41 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |