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 | $44,532 | $135,952-67.2% | $123,892-64.1% | $273,961-83.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 63.60% | 56.63%+7.0pp | 47.52%+16.1pp | 41.45%+22.1pp |
| Employer contribution / active EE | $3,043 | $5,170-41.1% | $4,617-34.1% | $4,869-37.5% |
| Participant deferral / active EE | $11,935 | $6,343+88.2% | $5,984+99.4% | $5,287+125.7% |
| Admin fee / account holder | $189 | $9,817-98.1% | $8,357-97.7% | $10,132-98.1% |