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 | $33,699 | $88,707-62.0% | $74,183-54.6% | $273,961-87.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 105.74% | 11.94%+93.8pp | 17.74%+88.0pp | 41.45%+64.3pp |
| Employer contribution / active EE | $6,034 | $3,159+91.0% | $2,370+154.6% | $4,869+23.9% |
| Participant deferral / active EE | $7,720 | $4,212+83.3% | $3,550+117.5% | $5,287+46.0% |
| Admin fee / account holder | $40 | $8,717-99.5% | $5,586-99.3% | $10,132-99.6% |