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 | $75,025 | $138,044-45.7% | $125,339-40.1% | $134,475-44.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 5.71% | 750.33%-744.6pp | 572.05%-566.3pp | 417.96%-412.3pp |
| Employer contribution / active EE | $1,170 | $5,243-77.7% | $4,814-75.7% | $4,740-75.3% |
| Participant deferral / active EE | $2,956 | $7,799-62.1% | $7,446-60.3% | $6,400-53.8% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.7% |