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 | $69,770 | $135,952-48.7% | $123,892-43.7% | $273,961-74.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.98% | 56.63%-48.7pp | 47.52%-39.5pp | 41.45%-33.5pp |
| Employer contribution / active EE | $21,647 | $5,170+318.7% | $4,617+368.9% | $4,869+344.6% |
| Participant deferral / active EE | $10,852 | $6,343+71.1% | $5,984+81.3% | $5,287+105.3% |
| Admin fee / account holder | $117 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |