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 | $42,101 | $148,534-71.7% | $135,903-69.0% | $139,434-69.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 29.69% | 79.19%-49.5pp | 68.23%-38.5pp | 372.94%-343.3pp |
| Employer contribution / active EE | $9,673 | $5,243+84.5% | $4,856+99.2% | $4,751+103.6% |
| Participant deferral / active EE | $12,959 | $8,100+60.0% | $7,758+67.0% | $6,710+93.1% |
| Admin fee / account holder | $28 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |