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 | $48,551 | $135,952-64.3% | $123,892-60.8% | $273,961-82.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 56.82% | 56.63%+0.2pp | 47.52%+9.3pp | 41.45%+15.4pp |
| Employer contribution / active EE | $4,396 | $5,170-15.0% | $4,617-4.8% | $4,869-9.7% |
| Participant deferral / active EE | $13,875 | $6,343+118.8% | $5,984+131.9% | $5,287+162.4% |
| Admin fee / account holder | $177 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |