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 | $34,996 | $215,361-83.8% | $171,082-79.5% | $273,961-87.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.08% | 25.14%-18.1pp | 32.56%-25.5pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,070 | $4,967-58.3% | $4,002-48.3% | $4,869-57.5% |
| Participant deferral / active EE | $5,667 | $5,543+2.2% | $4,797+18.1% | $5,287+7.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |