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 | $32,804 | $168,632-80.5% | $147,614-77.8% | $125,391-73.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 5.67% | 77.65%-72.0pp | 61.98%-56.3pp | 282.22%-276.6pp |
| Employer contribution / active EE | $9,185 | $6,252+46.9% | $5,564+65.1% | $4,866+88.7% |
| Participant deferral / active EE | $7,627 | $5,507+38.5% | $4,895+55.8% | $5,352+42.5% |
| Admin fee / account holder | $148 | $13,580-98.9% | $11,611-98.7% | $9,540-98.4% |