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 | $20,561 | $90,503-77.3% | $78,689-73.9% | $273,961-92.5% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 95.31% | 75.60%+19.7pp | 62.18%+33.1pp | 41.45%+53.9pp |
| Employer contribution / active EE | $4,853 | $3,176+52.8% | $2,851+70.2% | $4,869-0.3% |
| Participant deferral / active EE | $4,237 | $3,901+8.6% | $3,517+20.5% | $5,287-19.9% |
| Admin fee / account holder | $10 | $5,263-99.8% | $4,510-99.8% | $10,132-99.9% |