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 | $52,551 | $135,952-61.3% | $123,892-57.6% | $273,961-80.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.16% | 56.63%-48.5pp | 47.52%-39.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,573 | $5,170-69.6% | $4,617-65.9% | $4,869-67.7% |
| Participant deferral / active EE | $4,399 | $6,343-30.6% | $5,984-26.5% | $5,287-16.8% |
| Admin fee / account holder | $176 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |