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 | $113,847 | $135,952-16.3% | $123,892-8.1% | $273,961-58.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 19.01% | 56.63%-37.6pp | 47.52%-28.5pp | 41.45%-22.4pp |
| Employer contribution / active EE | $3,646 | $5,170-29.5% | $4,617-21.0% | $4,869-25.1% |
| Participant deferral / active EE | $9,443 | $6,343+48.9% | $5,984+57.8% | $5,287+78.6% |
| Admin fee / account holder | $19 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |