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 | $74,559 | $179,726-58.5% | $156,263-52.3% | $142,382-47.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 23.24% | 77.86%-54.6pp | 59.47%-36.2pp | 217.08%-193.8pp |
| Employer contribution / active EE | $2,500 | $5,069-50.7% | $4,333-42.3% | $4,299-41.8% |
| Participant deferral / active EE | $11,500 | $6,956+65.3% | $6,158+86.7% | $6,507+76.7% |
| Admin fee / account holder | $60 | $17,272-99.7% | $14,255-99.6% | $12,624-99.5% |