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 3-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 | $40,500 | $201,272-79.9% | $184,203-78.0% | $145,922-72.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.83% | 29.00%-8.2pp | 28.81%-8.0pp | 561.29%-540.5pp |
| Employer contribution / active EE | $7,300 | $7,022+4.0% | $6,427+13.6% | $4,660+56.7% |
| Participant deferral / active EE | $13,390 | $9,806+36.6% | $9,131+46.6% | $6,688+100.2% |
| Admin fee / account holder | $20 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |