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 | $64,788 | $177,572-63.5% | $154,803-58.1% | $142,382-54.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.48% | 65.07%-52.6pp | 58.88%-46.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $11,033 | $4,810+129.4% | $4,305+156.3% | $4,299+156.6% |
| Participant deferral / active EE | $13,840 | $6,272+120.7% | $5,540+149.8% | $6,507+112.7% |
| Admin fee / account holder | $42 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |