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 | $29,573 | $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 | 9.65% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $3,727 | $5,170-27.9% | $4,617-19.3% | $4,869-23.4% |
| Participant deferral / active EE | $3,600 | $6,343-43.2% | $5,984-39.8% | $5,287-31.9% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |