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 | $65,916 | $135,952-51.5% | $123,892-46.8% | $273,961-75.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.09% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.4pp |
| Employer contribution / active EE | $18,600 | $5,170+259.8% | $4,617+302.9% | $4,869+282.0% |
| Participant deferral / active EE | $5,000 | $6,343-21.2% | $5,984-16.4% | $5,287-5.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |