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 | $27,034 | $77,419-65.1% | $69,455-61.1% | $152,861-82.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 25.85% | 39.06%-13.2pp | 28.97%-3.1pp | 345.32%-319.5pp |
| Employer contribution / active EE | $4,230 | $3,315+27.6% | $2,779+52.2% | $4,762-11.2% |
| Participant deferral / active EE | $3,633 | $4,414-17.7% | $3,535+2.8% | $5,850-37.9% |
| Admin fee / account holder | $3 | $6,207-100.0% | $3,839-99.9% | $11,596-100.0% |