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 | $34,647 | $214,378-83.8% | $200,582-82.7% | $142,382-75.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.12% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,017 | $6,841-70.5% | $6,419-68.6% | $4,299-53.1% |
| Participant deferral / active EE | $15,488 | $9,865+57.0% | $9,331+66.0% | $6,507+138.0% |
| Admin fee / account holder | $221 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |