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 | $25,554 | $135,952-81.2% | $123,892-79.4% | $273,961-90.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.26% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $3,809 | $5,170-26.3% | $4,617-17.5% | $4,869-21.8% |
| Participant deferral / active EE | $5,174 | $6,343-18.4% | $5,984-13.5% | $5,287-2.1% |
| Admin fee / account holder | $218 | $9,817-97.8% | $8,357-97.4% | $10,132-97.8% |