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 | $67,796 | $210,648-67.8% | $177,989-61.9% | $145,922-53.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.19% | 385.86%-373.7pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,120 | $4,565-75.5% | $3,949-71.6% | $4,660-76.0% |
| Participant deferral / active EE | $12,034 | $6,958+73.0% | $6,276+91.7% | $6,688+79.9% |
| Admin fee / account holder | $10 | $12,013-99.9% | $10,363-99.9% | $13,397-99.9% |