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 | $67,632 | $201,259-66.4% | $184,200-63.3% | $145,959-53.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.67% | 28.98%-11.3pp | 28.80%-11.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $5,934 | $7,018-15.4% | $6,424-7.6% | $4,661+27.3% |
| Participant deferral / active EE | $16,391 | $9,806+67.1% | $9,132+79.5% | $6,689+145.1% |
| Admin fee / account holder | $86 | $16,372-99.5% | $13,907-99.4% | $13,398-99.4% |