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 | $67,536 | $201,272-66.4% | $184,203-63.3% | $145,922-53.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.72% | 29.00%-16.3pp | 28.81%-16.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $2,732 | $7,022-61.1% | $6,427-57.5% | $4,660-41.4% |
| Participant deferral / active EE | $10,700 | $9,806+9.1% | $9,131+17.2% | $6,688+60.0% |
| Admin fee / account holder | $16 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |