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 | $139,216 | $132,239+5.3% | $105,722+31.7% | $273,961-49.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.09% | 10.07%-5.0pp | 12.25%-7.2pp | 41.45%-36.4pp |
| Employer contribution / active EE | $1,991 | $4,867-59.1% | $4,079-51.2% | $4,869-59.1% |
| Participant deferral / active EE | $4,418 | $6,233-29.1% | $5,326-17.1% | $5,287-16.4% |
| Admin fee / account holder | $99 | $12,032-99.2% | $8,308-98.8% | $10,132-99.0% |