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 | $31,600 | $135,952-76.8% | $123,892-74.5% | $273,961-88.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.81% | 56.63%-44.8pp | 47.52%-35.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $6,151 | $5,170+19.0% | $4,617+33.2% | $4,869+26.3% |
| Participant deferral / active EE | $4,885 | $6,343-23.0% | $5,984-18.4% | $5,287-7.6% |
| Admin fee / account holder | $203 | $9,817-97.9% | $8,357-97.6% | $10,132-98.0% |