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 | $66,235 | $136,307-51.4% | $106,619-37.9% | $273,961-75.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 100.85% | 11.05%+89.8pp | 9.42%+91.4pp | 41.45%+59.4pp |
| Employer contribution / active EE | $2,832 | $5,190-45.4% | $3,947-28.2% | $4,869-41.8% |
| Participant deferral / active EE | $6,451 | $4,969+29.8% | $3,930+64.1% | $5,287+22.0% |
| Admin fee / account holder | $71 | $8,625-99.2% | $6,418-98.9% | $10,132-99.3% |