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 | $52,983 | $135,952-61.0% | $123,892-57.2% | $273,961-80.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.44% | 56.63%-45.2pp | 47.52%-36.1pp | 41.45%-30.0pp |
| Employer contribution / active EE | $2,377 | $5,170-54.0% | $4,617-48.5% | $4,869-51.2% |
| Participant deferral / active EE | $4,583 | $6,343-27.7% | $5,984-23.4% | $5,287-13.3% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.8% | $10,132-99.9% |