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 | $32,747 | $115,882-71.7% | $100,516-67.4% | $158,922-79.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.46% | 34.79%-20.3pp | 30.89%-16.4pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,600 | $4,103-61.0% | $3,418-53.2% | $4,761-66.4% |
| Participant deferral / active EE | $7,800 | $6,674+16.9% | $6,270+24.4% | $5,982+30.4% |
| Admin fee / account holder | $128 | $10,995-98.8% | $8,081-98.4% | $11,246-98.9% |