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 | $27,750 | $135,952-79.6% | $123,892-77.6% | $273,961-89.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 15.60% | 56.63%-41.0pp | 47.52%-31.9pp | 41.45%-25.9pp |
| Employer contribution / active EE | $3,240 | $5,170-37.3% | $4,617-29.8% | $4,869-33.5% |
| Participant deferral / active EE | $9,117 | $6,343+43.7% | $5,984+52.4% | $5,287+72.4% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |