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 | $100,436 | $228,332-56.0% | $185,823-46.0% | $158,922-36.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 6.62% | 40.80%-34.2pp | 35.95%-29.3pp | 302.83%-296.2pp |
| Employer contribution / active EE | $2,736 | $4,967-44.9% | $4,087-33.1% | $4,761-42.5% |
| Participant deferral / active EE | $6,203 | $6,415-3.3% | $5,632+10.1% | $5,982+3.7% |
| Admin fee / account holder | $9 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |