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 | $50,234 | $135,952-63.1% | $123,892-59.5% | $273,961-81.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 35.55% | 56.63%-21.1pp | 47.52%-12.0pp | 41.45%-5.9pp |
| Employer contribution / active EE | $10,310 | $5,170+99.4% | $4,617+123.3% | $4,869+111.8% |
| Participant deferral / active EE | $12,489 | $6,343+96.9% | $5,984+108.7% | $5,287+136.2% |
| Admin fee / account holder | $29 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |