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 | $166,457 | $90,503+83.9% | $78,689+111.5% | $273,961-39.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 24.54% | 75.60%-51.1pp | 62.18%-37.6pp | 41.45%-16.9pp |
| Employer contribution / active EE | $1,000 | $3,176-68.5% | $2,851-64.9% | $4,869-79.5% |
| Participant deferral / active EE | $1,000 | $3,901-74.4% | $3,517-71.6% | $5,287-81.1% |
| Admin fee / account holder | $114 | $5,263-97.8% | $4,510-97.5% | $10,132-98.9% |