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 | $43,586 | $135,952-67.9% | $123,892-64.8% | $273,961-84.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.66% | 56.63%-40.0pp | 47.52%-30.9pp | 41.45%-24.8pp |
| Employer contribution / active EE | $2,059 | $5,170-60.2% | $4,617-55.4% | $4,869-57.7% |
| Participant deferral / active EE | $6,850 | $6,343+8.0% | $5,984+14.5% | $5,287+29.6% |
| Admin fee / account holder | $285 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |