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 | $34,132 | $117,381-70.9% | $99,443-65.7% | $152,861-77.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 18.79% | 31.87%-13.1pp | 30.72%-11.9pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,410 | $3,013-20.0% | $2,540-5.1% | $4,762-49.4% |
| Participant deferral / active EE | $4,076 | $4,086-0.2% | $3,619+12.6% | $5,850-30.3% |
| Admin fee / account holder | $178 | $7,631-97.7% | $6,250-97.2% | $11,596-98.5% |