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 | $49,424 | $135,952-63.6% | $123,892-60.1% | $273,961-82.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.58% | 56.63%-45.0pp | 47.52%-35.9pp | 41.45%-29.9pp |
| Employer contribution / active EE | $3,567 | $5,170-31.0% | $4,617-22.7% | $4,869-26.7% |
| Participant deferral / active EE | $7,144 | $6,343+12.6% | $5,984+19.4% | $5,287+35.1% |
| Admin fee / account holder | $26 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |