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 | $125,860 | $93,346+34.8% | $71,796+75.3% | $273,961-54.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.44% | 130.39%-121.9pp | 78.04%-69.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,340 | $2,733-14.4% | $1,924+21.6% | $4,869-51.9% |
| Participant deferral / active EE | $3,900 | $3,475+12.2% | $2,794+39.6% | $5,287-26.2% |
| Admin fee / account holder | $179 | $6,571-97.3% | $4,815-96.3% | $10,132-98.2% |