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 | $40,792 | $148,534-72.5% | $135,903-70.0% | $139,434-70.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.69% | 79.19%-66.5pp | 68.23%-55.5pp | 372.94%-360.3pp |
| Employer contribution / active EE | $2,360 | $5,243-55.0% | $4,856-51.4% | $4,751-50.3% |
| Participant deferral / active EE | $2,950 | $8,100-63.6% | $7,758-62.0% | $6,710-56.0% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |