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 | $28,053 | $111,754-74.9% | $103,333-72.9% | $145,922-80.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 24.77%-11.3pp | 24.88%-11.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,361 | $4,212-67.7% | $3,868-64.8% | $4,660-70.8% |
| Participant deferral / active EE | $5,508 | $5,619-2.0% | $5,057+8.9% | $6,688-17.6% |
| Admin fee / account holder | $277 | $9,750-97.2% | $8,355-96.7% | $13,397-97.9% |