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 | $42,588 | $135,952-68.7% | $123,892-65.6% | $273,961-84.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.26% | 56.63%-52.4pp | 47.52%-43.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,550 | $5,170-70.0% | $4,617-66.4% | $4,869-68.2% |
| Participant deferral / active EE | $2,190 | $6,343-65.5% | $5,984-63.4% | $5,287-58.6% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |