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 | $40,237 | $135,952-70.4% | $123,892-67.5% | $273,961-85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.66% | 56.63%-44.0pp | 47.52%-34.9pp | 41.45%-28.8pp |
| Employer contribution / active EE | $4,137 | $5,170-20.0% | $4,617-10.4% | $4,869-15.0% |
| Participant deferral / active EE | $16,510 | $6,343+160.3% | $5,984+175.9% | $5,287+212.3% |
| Admin fee / account holder | $36 | $9,817-99.6% | $8,357-99.6% | $10,132-99.6% |