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 | $38,085 | $153,772-75.2% | $133,980-71.6% | $273,961-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 63.62% | 36.51%+27.1pp | 29.30%+34.3pp | 41.45%+22.2pp |
| Employer contribution / active EE | $2,120 | $6,029-64.8% | $5,211-59.3% | $4,869-56.5% |
| Participant deferral / active EE | $7,396 | $6,958+6.3% | $6,282+17.7% | $5,287+39.9% |
| Admin fee / account holder | $27 | $11,765-99.8% | $9,324-99.7% | $10,132-99.7% |