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 | $80,313 | $118,450-32.2% | $98,439-18.4% | $139,434-42.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 18.94%-7.7pp | 21.16%-9.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $3,983 | $3,609+10.3% | $3,048+30.7% | $4,751-16.2% |
| Participant deferral / active EE | $0 | $5,392-100.0% | $4,738-100.0% | $6,710-100.0% |
| Admin fee / account holder | $140 | $14,026-99.0% | $8,948-98.4% | $11,403-98.8% |