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 | $34,821 | $157,256-77.9% | $141,162-75.3% | $152,861-77.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.78% | 64.32%-30.5pp | 71.39%-37.6pp | 345.32%-311.5pp |
| Employer contribution / active EE | $7,507 | $5,261+42.7% | $4,735+58.5% | $4,762+57.6% |
| Participant deferral / active EE | $14,175 | $7,109+99.4% | $6,709+111.3% | $5,850+142.3% |
| Admin fee / account holder | $33 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |