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 | $29,725 | $115,882-74.3% | $100,516-70.4% | $158,922-81.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 48.02% | 34.79%+13.2pp | 30.89%+17.1pp | 302.83%-254.8pp |
| Employer contribution / active EE | $12,488 | $4,103+204.4% | $3,418+265.4% | $4,761+162.3% |
| Participant deferral / active EE | $11,888 | $6,674+78.1% | $6,270+89.6% | $5,982+98.7% |
| Admin fee / account holder | $17 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |