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 | $58,284 | $135,952-57.1% | $123,892-53.0% | $273,961-78.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 136.38% | 56.63%+79.8pp | 47.52%+88.9pp | 41.45%+94.9pp |
| Employer contribution / active EE | $4,672 | $5,170-9.6% | $4,617+1.2% | $4,869-4.1% |
| Participant deferral / active EE | $14,656 | $6,343+131.1% | $5,984+144.9% | $5,287+177.2% |
| Admin fee / account holder | $181 | $9,817-98.2% | $8,357-97.8% | $10,132-98.2% |