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 | $36,089 | $153,311-76.5% | $109,313-67.0% | $273,961-86.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.80% | 29.86%-22.1pp | 22.07%-14.3pp | 41.45%-33.7pp |
| Employer contribution / active EE | $3,385 | $5,619-39.8% | $3,892-13.0% | $4,869-30.5% |
| Participant deferral / active EE | $3,385 | $3,932-13.9% | $3,166+6.9% | $5,287-36.0% |
| Admin fee / account holder | $221 | $8,076-97.3% | $5,666-96.1% | $10,132-97.8% |