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 | $21,612 | $103,376-79.1% | $87,100-75.2% | $152,861-85.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 27.37% | 28.10%-0.7pp | 28.19%-0.8pp | 345.32%-317.9pp |
| Employer contribution / active EE | $1,131 | $3,220-64.9% | $2,521-55.1% | $4,762-76.2% |
| Participant deferral / active EE | $4,031 | $4,778-15.6% | $4,049-0.4% | $5,850-31.1% |
| Admin fee / account holder | $81 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |