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 | $33,888 | $181,894-81.4% | $156,549-78.4% | $273,961-87.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.06% | 30.74%-17.7pp | 32.23%-19.2pp | 41.45%-28.4pp |
| Employer contribution / active EE | $11,468 | $6,248+83.6% | $5,501+108.5% | $4,869+135.5% |
| Participant deferral / active EE | $8,400 | $5,550+51.4% | $4,871+72.4% | $5,287+58.9% |
| Admin fee / account holder | $268 | $15,559-98.3% | $13,027-97.9% | $10,132-97.4% |