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 | $31,888 | $135,952-76.5% | $123,892-74.3% | $273,961-88.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 10.39% | 56.63%-46.2pp | 47.52%-37.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $5,774 | $5,170+11.7% | $4,617+25.1% | $4,869+18.6% |
| Participant deferral / active EE | $2,029 | $6,343-68.0% | $5,984-66.1% | $5,287-61.6% |
| Admin fee / account holder | $164 | $9,817-98.3% | $8,357-98.0% | $10,132-98.4% |