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 | $33,709 | $181,894-81.5% | $156,549-78.5% | $273,961-87.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.53% | 30.74%-22.2pp | 32.23%-23.7pp | 41.45%-32.9pp |
| Employer contribution / active EE | $4,242 | $6,248-32.1% | $5,501-22.9% | $4,869-12.9% |
| Participant deferral / active EE | $3,826 | $5,550-31.1% | $4,871-21.5% | $5,287-27.6% |
| Admin fee / account holder | $53 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |