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 | $114,767 | $135,952-15.6% | $123,892-7.4% | $273,961-58.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.43% | 56.63%-44.2pp | 47.52%-35.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $2,918 | $5,170-43.6% | $4,617-36.8% | $4,869-40.1% |
| Participant deferral / active EE | $8,761 | $6,343+38.1% | $5,984+46.4% | $5,287+65.7% |
| Admin fee / account holder | $118 | $9,817-98.8% | $8,357-98.6% | $10,132-98.8% |