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 | $38,935 | $181,894-78.6% | $156,549-75.1% | $273,961-85.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 23.68% | 30.74%-7.1pp | 32.23%-8.5pp | 41.45%-17.8pp |
| Employer contribution / active EE | $5,327 | $6,248-14.7% | $5,501-3.2% | $4,869+9.4% |
| Participant deferral / active EE | $6,028 | $5,550+8.6% | $4,871+23.7% | $5,287+14.0% |
| Admin fee / account holder | $168 | $15,559-98.9% | $13,027-98.7% | $10,132-98.3% |