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 | $29,022 | $135,952-78.7% | $123,892-76.6% | $273,961-89.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.04% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $5,404 | $5,170+4.5% | $4,617+17.1% | $4,869+11.0% |
| Participant deferral / active EE | $4,676 | $6,343-26.3% | $5,984-21.9% | $5,287-11.6% |
| Admin fee / account holder | $73 | $9,817-99.3% | $8,357-99.1% | $10,132-99.3% |