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 | $29,639 | $135,952-78.2% | $123,892-76.1% | $273,961-89.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.93% | 56.63%-43.7pp | 47.52%-34.6pp | 41.45%-28.5pp |
| Employer contribution / active EE | $13,704 | $5,170+165.1% | $4,617+196.8% | $4,869+181.5% |
| Participant deferral / active EE | $10,271 | $6,343+61.9% | $5,984+71.6% | $5,287+94.3% |
| Admin fee / account holder | $192 | $9,817-98.0% | $8,357-97.7% | $10,132-98.1% |