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 | $119,302 | $181,894-34.4% | $156,549-23.8% | $273,961-56.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.86% | 30.74%-22.9pp | 32.23%-24.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,960 | $6,248-68.6% | $5,501-64.4% | $4,869-59.7% |
| Participant deferral / active EE | $3,733 | $5,550-32.7% | $4,871-23.4% | $5,287-29.4% |
| Admin fee / account holder | $167 | $15,559-98.9% | $13,027-98.7% | $10,132-98.4% |