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 | $38,777 | $162,781-76.2% | $133,956-71.1% | $158,922-75.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 16.70% | 41.94%-25.2pp | 45.09%-28.4pp | 302.83%-286.1pp |
| Employer contribution / active EE | $3,459 | $4,975-30.5% | $3,919-11.7% | $4,761-27.4% |
| Participant deferral / active EE | $4,405 | $5,911-25.5% | $5,048-12.7% | $5,982-26.4% |
| Admin fee / account holder | $17 | $11,736-99.9% | $8,927-99.8% | $11,246-99.8% |