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 | $210,625 | $136,307+54.5% | $106,619+97.5% | $273,961-23.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 3.87% | 11.05%-7.2pp | 9.42%-5.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $6,161 | $5,190+18.7% | $3,947+56.1% | $4,869+26.5% |
| Participant deferral / active EE | $12,000 | $4,969+141.5% | $3,930+205.3% | $5,287+127.0% |
| Admin fee / account holder | $61 | $8,625-99.3% | $6,418-99.0% | $10,132-99.4% |