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 | $101,429 | $116,175-12.7% | $93,606+8.4% | $152,861-33.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 17.73% | 35.96%-18.2pp | 32.76%-15.0pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,787 | $3,218-44.5% | $2,718-34.3% | $4,762-62.5% |
| Participant deferral / active EE | $3,313 | $4,603-28.0% | $4,069-18.6% | $5,850-43.4% |
| Admin fee / account holder | $152 | $10,748-98.6% | $7,888-98.1% | $11,596-98.7% |