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 5-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 | $33,444 | $214,378-84.4% | $200,582-83.3% | $142,382-76.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.85% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,575 | $6,841-62.4% | $6,419-59.9% | $4,299-40.1% |
| Participant deferral / active EE | $11,631 | $9,865+17.9% | $9,331+24.6% | $6,507+78.7% |
| Admin fee / account holder | $67 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |