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 | $27,530 | $99,341-72.3% | $84,750-67.5% | $273,961-90.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 37.98% | 22.93%+15.1pp | 22.78%+15.2pp | 41.45%-3.5pp |
| Employer contribution / active EE | $4,278 | $4,214+1.5% | $3,574+19.7% | $4,869-12.1% |
| Participant deferral / active EE | $19,025 | $4,269+345.6% | $3,712+412.6% | $5,287+259.8% |
| Admin fee / account holder | $128 | $6,644-98.1% | $5,332-97.6% | $10,132-98.7% |