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 | $37,555 | $102,828-63.5% | $105,387-64.4% | $152,861-75.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.68% | 20.85%+8.8pp | 26.82%+2.9pp | 345.32%-315.6pp |
| Employer contribution / active EE | $2,536 | $4,473-43.3% | $4,213-39.8% | $4,762-46.8% |
| Participant deferral / active EE | $5,021 | $5,465-8.1% | $5,502-8.7% | $5,850-14.2% |
| Admin fee / account holder | $51 | $8,683-99.4% | $6,559-99.2% | $11,596-99.6% |