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 | $38,746 | $159,602-75.7% | $150,045-74.2% | $142,382-72.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.22% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,699 | $4,961-45.6% | $4,693-42.5% | $4,299-37.2% |
| Participant deferral / active EE | $6,123 | $8,310-26.3% | $7,997-23.4% | $6,507-5.9% |
| Admin fee / account holder | $67 | $14,846-99.5% | $13,435-99.5% | $12,624-99.5% |