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 | $32,667 | $140,940-76.8% | $112,229-70.9% | $139,434-76.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.58% | 32.71%-23.1pp | 30.20%-20.6pp | 372.94%-363.4pp |
| Employer contribution / active EE | $3,342 | $4,283-22.0% | $3,430-2.6% | $4,751-29.6% |
| Participant deferral / active EE | $5,073 | $5,874-13.6% | $4,798+5.7% | $6,710-24.4% |
| Admin fee / account holder | $32 | $9,954-99.7% | $7,748-99.6% | $11,403-99.7% |