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 | $129,955 | $153,311-15.2% | $109,313+18.9% | $273,961-52.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 10.94% | 29.86%-18.9pp | 22.07%-11.1pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,731 | $5,619-69.2% | $3,892-55.5% | $4,869-64.4% |
| Participant deferral / active EE | $6,174 | $3,932+57.0% | $3,166+95.0% | $5,287+16.8% |
| Admin fee / account holder | $11 | $8,076-99.9% | $5,666-99.8% | $10,132-99.9% |