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 | $34,486 | $202,432-83.0% | $169,368-79.6% | $139,434-75.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.73% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $17,969 | $4,692+282.9% | $4,013+347.8% | $4,751+278.2% |
| Participant deferral / active EE | $3,882 | $6,938-44.0% | $6,221-37.6% | $6,710-42.1% |
| Admin fee / account holder | $16 | $10,708-99.9% | $9,003-99.8% | $11,403-99.9% |