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 | $20,878 | $99,341-79.0% | $84,750-75.4% | $273,961-92.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 28.91% | 22.93%+6.0pp | 22.78%+6.1pp | 41.45%-12.5pp |
| Employer contribution / active EE | $6,088 | $4,214+44.5% | $3,574+70.3% | $4,869+25.0% |
| Participant deferral / active EE | $4,567 | $4,269+7.0% | $3,712+23.0% | $5,287-13.6% |
| Admin fee / account holder | $210 | $6,644-96.8% | $5,332-96.1% | $10,132-97.9% |