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 | $80,029 | $90,503-11.6% | $78,689+1.7% | $273,961-70.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.78% | 75.60%-64.8pp | 62.18%-51.4pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,841 | $3,176-42.0% | $2,851-35.4% | $4,869-62.2% |
| Participant deferral / active EE | $9,430 | $3,901+141.7% | $3,517+168.1% | $5,287+78.4% |
| Admin fee / account holder | $87 | $5,263-98.4% | $4,510-98.1% | $10,132-99.1% |