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 | $30,427 | $185,822-83.6% | $169,993-82.1% | $139,434-78.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.70% | 60.50%-37.8pp | 53.37%-30.7pp | 372.94%-350.2pp |
| Employer contribution / active EE | $2,140 | $7,590-71.8% | $6,785-68.5% | $4,751-54.9% |
| Participant deferral / active EE | $16,092 | $11,622+38.5% | $10,408+54.6% | $6,710+139.8% |
| Admin fee / account holder | $59 | $15,381-99.6% | $12,815-99.5% | $11,403-99.5% |