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 | $106,427 | $215,361-50.6% | $171,082-37.8% | $273,961-61.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 10.53% | 25.14%-14.6pp | 32.56%-22.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,337 | $4,967-32.8% | $4,002-16.6% | $4,869-31.5% |
| Participant deferral / active EE | $8,094 | $5,543+46.0% | $4,797+68.7% | $5,287+53.1% |
| Admin fee / account holder | $18 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |