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 | $29,260 | $153,311-80.9% | $109,313-73.2% | $273,961-89.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 9.45% | 29.86%-20.4pp | 22.07%-12.6pp | 41.45%-32.0pp |
| Employer contribution / active EE | $1,911 | $5,619-66.0% | $3,892-50.9% | $4,869-60.7% |
| Participant deferral / active EE | $3,231 | $3,932-17.8% | $3,166+2.0% | $5,287-38.9% |
| Admin fee / account holder | $12 | $8,076-99.9% | $5,666-99.8% | $10,132-99.9% |