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 | $31,649 | $181,894-82.6% | $156,549-79.8% | $273,961-88.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 11.81% | 30.74%-18.9pp | 32.23%-20.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $5,663 | $6,248-9.4% | $5,501+2.9% | $4,869+16.3% |
| Participant deferral / active EE | $4,231 | $5,550-23.8% | $4,871-13.1% | $5,287-20.0% |
| Admin fee / account holder | $272 | $15,559-98.2% | $13,027-97.9% | $10,132-97.3% |