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 | $44,180 | $135,952-67.5% | $123,892-64.3% | $273,961-83.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 139.92% | 56.63%+83.3pp | 47.52%+92.4pp | 41.45%+98.5pp |
| Employer contribution / active EE | $15,531 | $5,170+200.4% | $4,617+236.4% | $4,869+219.0% |
| Participant deferral / active EE | $14,725 | $6,343+132.2% | $5,984+146.1% | $5,287+178.5% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |