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 | $55,219 | $214,378-74.2% | $200,582-72.5% | $142,382-61.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.88% | 46.41%-25.5pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,208 | $6,841-67.7% | $6,419-65.6% | $4,299-48.7% |
| Participant deferral / active EE | $12,175 | $9,865+23.4% | $9,331+30.5% | $6,507+87.1% |
| Admin fee / account holder | $107 | $17,692-99.4% | $16,305-99.3% | $12,624-99.2% |