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 | $29,833 | $135,952-78.1% | $123,892-75.9% | $273,961-89.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 325.53% | 56.63%+268.9pp | 47.52%+278.0pp | 41.45%+284.1pp |
| Employer contribution / active EE | $3,937 | $5,170-23.9% | $4,617-14.7% | $4,869-19.1% |
| Participant deferral / active EE | $4,500 | $6,343-29.1% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $133 | $9,817-98.6% | $8,357-98.4% | $10,132-98.7% |