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 | $40,209 | $96,557-58.4% | $80,975-50.3% | $273,961-85.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 120.35% | 15.14%+105.2pp | 17.10%+103.2pp | 41.45%+78.9pp |
| Employer contribution / active EE | $9,376 | $4,868+92.6% | $3,714+152.4% | $4,869+92.6% |
| Participant deferral / active EE | $11,033 | $6,598+67.2% | $5,696+93.7% | $5,287+108.7% |
| Admin fee / account holder | $3 | $7,492-100.0% | $5,516-99.9% | $10,132-100.0% |