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 | $64,752 | $202,432-68.0% | $169,368-61.8% | $139,434-53.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.91% | 531.74%-517.8pp | 405.60%-391.7pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,768 | $4,692-41.0% | $4,013-31.0% | $4,751-41.7% |
| Participant deferral / active EE | $20,000 | $6,938+188.3% | $6,221+221.5% | $6,710+198.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |