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 | $97,303 | $135,952-28.4% | $123,892-21.5% | $273,961-64.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.47% | 56.63%-44.2pp | 47.52%-35.0pp | 41.45%-29.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $17,846 | $6,343+181.4% | $5,984+198.2% | $5,287+237.5% |
| Admin fee / account holder | $154 | $9,817-98.4% | $8,357-98.2% | $10,132-98.5% |