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 | $105,705 | $181,894-41.9% | $156,549-32.5% | $273,961-61.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.89% | 30.74%-23.9pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,978 | $6,248-68.3% | $5,501-64.0% | $4,869-59.4% |
| Participant deferral / active EE | $6,408 | $5,550+15.5% | $4,871+31.6% | $5,287+21.2% |
| Admin fee / account holder | $169 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |