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 | $32,731 | $232,540-85.9% | $185,117-82.3% | $147,584-77.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 14.38% | 43.03%-28.6pp | 40.50%-26.1pp | 578.55%-564.2pp |
| Employer contribution / active EE | $5,321 | $5,195+2.4% | $4,182+27.2% | $4,876+9.1% |
| Participant deferral / active EE | $5,951 | $5,834+2.0% | $5,045+18.0% | $5,439+9.4% |
| Admin fee / account holder | $20 | $10,275-99.8% | $8,159-99.8% | $10,885-99.8% |