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 | $24,353 | $115,882-79.0% | $100,516-75.8% | $158,922-84.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 17.65% | 34.79%-17.1pp | 30.89%-13.2pp | 302.83%-285.2pp |
| Employer contribution / active EE | $4,099 | $4,103-0.1% | $3,418+20.0% | $4,761-13.9% |
| Participant deferral / active EE | $4,524 | $6,674-32.2% | $6,270-27.8% | $5,982-24.4% |
| Admin fee / account holder | $14 | $10,995-99.9% | $8,081-99.8% | $11,246-99.9% |