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 | $81,994 | $135,952-39.7% | $123,892-33.8% | $273,961-70.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.61% | 56.63%-49.0pp | 47.52%-39.9pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,056 | $5,170-40.9% | $4,617-33.8% | $4,869-37.2% |
| Participant deferral / active EE | $5,640 | $6,343-11.1% | $5,984-5.7% | $5,287+6.7% |
| Admin fee / account holder | $104 | $9,817-98.9% | $8,357-98.8% | $10,132-99.0% |