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 | $129,602 | $135,952-4.7% | $123,892+4.6% | $273,961-52.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.28% | 56.63%-50.4pp | 47.52%-41.2pp | 41.45%-35.2pp |
| Employer contribution / active EE | $4,124 | $5,170-20.2% | $4,617-10.7% | $4,869-15.3% |
| Participant deferral / active EE | $7,466 | $6,343+17.7% | $5,984+24.8% | $5,287+41.2% |
| Admin fee / account holder | $39 | $9,817-99.6% | $8,357-99.5% | $10,132-99.6% |