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 7-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 | $59,960 | $202,432-70.4% | $169,368-64.6% | $139,434-57.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.28% | 531.74%-513.5pp | 405.60%-387.3pp | 372.94%-354.7pp |
| Employer contribution / active EE | $1,595 | $4,692-66.0% | $4,013-60.2% | $4,751-66.4% |
| Participant deferral / active EE | $10,392 | $6,938+49.8% | $6,221+67.0% | $6,710+54.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |