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 6-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 | $82,744 | $185,822-55.5% | $169,993-51.3% | $139,434-40.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.02% | 60.50%-46.5pp | 53.37%-39.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $10,000 | $7,590+31.8% | $6,785+47.4% | $4,751+110.5% |
| Participant deferral / active EE | $3,978 | $11,622-65.8% | $10,408-61.8% | $6,710-40.7% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |