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 | $31,051 | $135,952-77.2% | $123,892-74.9% | $273,961-88.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.65% | 56.63%-52.0pp | 47.52%-42.9pp | 41.45%-36.8pp |
| Employer contribution / active EE | $3,452 | $5,170-33.2% | $4,617-25.2% | $4,869-29.1% |
| Participant deferral / active EE | $9,809 | $6,343+54.7% | $5,984+63.9% | $5,287+85.5% |
| Admin fee / account holder | $75 | $9,817-99.2% | $8,357-99.1% | $10,132-99.3% |