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 3-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 | $37,276 | $214,378-82.6% | $200,582-81.4% | $142,382-73.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.61% | 46.41%-23.8pp | 42.33%-19.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,055 | $6,841-55.3% | $6,419-52.4% | $4,299-28.9% |
| Participant deferral / active EE | $11,195 | $9,865+13.5% | $9,331+20.0% | $6,507+72.0% |
| Admin fee / account holder | $32 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |