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 | $121,459 | $153,772-21.0% | $133,980-9.3% | $273,961-55.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 24.53% | 36.51%-12.0pp | 29.30%-4.8pp | 41.45%-16.9pp |
| Employer contribution / active EE | $20,000 | $6,029+231.7% | $5,211+283.8% | $4,869+310.8% |
| Participant deferral / active EE | $9,863 | $6,958+41.7% | $6,282+57.0% | $5,287+86.5% |
| Admin fee / account holder | $15 | $11,765-99.9% | $9,324-99.8% | $10,132-99.9% |