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 | $92,705 | $214,378-56.8% | $200,582-53.8% | $142,382-34.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.69% | 46.41%-32.7pp | 42.33%-28.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,523 | $6,841-77.7% | $6,419-76.3% | $4,299-64.6% |
| Participant deferral / active EE | $3,694 | $9,865-62.6% | $9,331-60.4% | $6,507-43.2% |
| Admin fee / account holder | $28 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |