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 | $30,987 | $148,534-79.1% | $135,903-77.2% | $139,434-77.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.97% | 79.19%-60.2pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,430 | $5,243-53.7% | $4,856-50.0% | $4,751-48.9% |
| Participant deferral / active EE | $6,122 | $8,100-24.4% | $7,758-21.1% | $6,710-8.8% |
| Admin fee / account holder | $123 | $12,400-99.0% | $10,762-98.9% | $11,403-98.9% |