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 4-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 | $35,307 | $214,378-83.5% | $200,582-82.4% | $142,382-75.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.32% | 46.41%-24.1pp | 42.33%-20.0pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,552 | $6,841-33.5% | $6,419-29.1% | $4,299+5.9% |
| Participant deferral / active EE | $3,605 | $9,865-63.5% | $9,331-61.4% | $6,507-44.6% |
| Admin fee / account holder | $132 | $17,692-99.3% | $16,305-99.2% | $12,624-99.0% |