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 | $59,649 | $202,432-70.5% | $169,368-64.8% | $139,434-57.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.45% | 531.74%-505.3pp | 405.60%-379.2pp | 372.94%-346.5pp |
| Employer contribution / active EE | $5,379 | $4,692+14.6% | $4,013+34.0% | $4,751+13.2% |
| Participant deferral / active EE | $2,400 | $6,938-65.4% | $6,221-61.4% | $6,710-64.2% |
| Admin fee / account holder | $10 | $10,708-99.9% | $9,003-99.9% | $11,403-99.9% |