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 | $40,518 | $152,460-73.4% | $118,746-65.9% | $147,584-72.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 20.03% | 17.41%+2.6pp | 24.54%-4.5pp | 578.55%-558.5pp |
| Employer contribution / active EE | $8,411 | $5,046+66.7% | $4,193+100.6% | $4,876+72.5% |
| Participant deferral / active EE | $7,521 | $6,212+21.1% | $5,332+41.0% | $5,439+38.3% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |