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 | $30,257 | $135,952-77.7% | $123,892-75.6% | $273,961-89.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 81.70% | 56.63%+25.1pp | 47.52%+34.2pp | 41.45%+40.2pp |
| Employer contribution / active EE | $10,714 | $5,170+107.3% | $4,617+132.1% | $4,869+120.1% |
| Participant deferral / active EE | $9,072 | $6,343+43.0% | $5,984+51.6% | $5,287+71.6% |
| Admin fee / account holder | $300 | $9,817-96.9% | $8,357-96.4% | $10,132-97.0% |