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 | $41,973 | $135,952-69.1% | $123,892-66.1% | $273,961-84.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.34% | 56.63%-50.3pp | 47.52%-41.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,745 | $5,170-66.2% | $4,617-62.2% | $4,869-64.2% |
| Participant deferral / active EE | $7,003 | $6,343+10.4% | $5,984+17.0% | $5,287+32.4% |
| Admin fee / account holder | $286 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |