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 5-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 | $168,934 | $90,503+86.7% | $78,689+114.7% | $273,961-38.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.92% | 75.60%-68.7pp | 62.18%-55.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $11,392 | $3,901+192.0% | $3,517+223.9% | $5,287+115.5% |
| Admin fee / account holder | $115 | $5,263-97.8% | $4,510-97.4% | $10,132-98.9% |