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 | $92,139 | $135,952-32.2% | $123,892-25.6% | $273,961-66.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.09% | 56.63%-46.5pp | 47.52%-37.4pp | 41.45%-31.4pp |
| Employer contribution / active EE | $1,163 | $5,170-77.5% | $4,617-74.8% | $4,869-76.1% |
| Participant deferral / active EE | $4,800 | $6,343-24.3% | $5,984-19.8% | $5,287-9.2% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |