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 | $28,641 | $135,952-78.9% | $123,892-76.9% | $273,961-89.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.79% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $2,041 | $5,170-60.5% | $4,617-55.8% | $4,869-58.1% |
| Participant deferral / active EE | $4,351 | $6,343-31.4% | $5,984-27.3% | $5,287-17.7% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |