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 | $35,230 | $105,931-66.7% | $81,930-57.0% | $158,922-77.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 15.90% | 38.17%-22.3pp | 29.49%-13.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $8,793 | $7,800+12.7% | $4,310+104.0% | $4,761+84.7% |
| Participant deferral / active EE | $10,586 | $13,003-18.6% | $7,107+49.0% | $5,982+77.0% |
| Admin fee / account holder | $120 | $8,489-98.6% | $5,158-97.7% | $11,246-98.9% |