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 | $27,324 | $153,311-82.2% | $109,313-75.0% | $273,961-90.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 49.34% | 29.86%+19.5pp | 22.07%+27.3pp | 41.45%+7.9pp |
| Employer contribution / active EE | $4,049 | $5,619-27.9% | $3,892+4.0% | $4,869-16.8% |
| Participant deferral / active EE | $7,568 | $3,932+92.5% | $3,166+139.0% | $5,287+43.1% |
| Admin fee / account holder | $208 | $8,076-97.4% | $5,666-96.3% | $10,132-97.9% |