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 | $40,177 | $153,772-73.9% | $133,980-70.0% | $273,961-85.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 153.34% | 36.51%+116.8pp | 29.30%+124.0pp | 41.45%+111.9pp |
| Employer contribution / active EE | $1,917 | $6,029-68.2% | $5,211-63.2% | $4,869-60.6% |
| Participant deferral / active EE | $2,628 | $6,958-62.2% | $6,282-58.2% | $5,287-50.3% |
| Admin fee / account holder | $209 | $11,765-98.2% | $9,324-97.8% | $10,132-97.9% |