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 | $120,404 | $93,346+29.0% | $71,796+67.7% | $273,961-56.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.24% | 130.39%-123.1pp | 78.04%-70.8pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,437 | $2,733+62.3% | $1,924+130.6% | $4,869-8.9% |
| Participant deferral / active EE | $1,003 | $3,475-71.1% | $2,794-64.1% | $5,287-81.0% |
| Admin fee / account holder | $76 | $6,571-98.9% | $4,815-98.4% | $10,132-99.3% |