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 | $126,045 | $215,361-41.5% | $171,082-26.3% | $273,961-54.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.85% | 25.14%-20.3pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $22,193 | $4,967+346.8% | $4,002+454.6% | $4,869+355.8% |
| Participant deferral / active EE | $14,697 | $5,543+165.1% | $4,797+206.4% | $5,287+178.0% |
| Admin fee / account holder | $257 | $10,846-97.6% | $8,520-97.0% | $10,132-97.5% |