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 | $34,780 | $103,376-66.4% | $87,100-60.1% | $152,861-77.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 28.86% | 28.10%+0.8pp | 28.19%+0.7pp | 345.32%-316.5pp |
| Employer contribution / active EE | $2,472 | $3,220-23.2% | $2,521-1.9% | $4,762-48.1% |
| Participant deferral / active EE | $9,649 | $4,778+102.0% | $4,049+138.3% | $5,850+64.9% |
| Admin fee / account holder | $20 | $12,205-99.8% | $7,497-99.7% | $11,596-99.8% |