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 | $89,162 | $135,952-34.4% | $123,892-28.0% | $273,961-67.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.23% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $19,566 | $5,170+278.5% | $4,617+323.8% | $4,869+301.9% |
| Participant deferral / active EE | $10,293 | $6,343+62.3% | $5,984+72.0% | $5,287+94.7% |
| Admin fee / account holder | $227 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |