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 | $70,186 | $214,378-67.3% | $200,582-65.0% | $142,382-50.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.76% | 46.41%-24.6pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,728 | $6,841-45.5% | $6,419-41.9% | $4,299-13.3% |
| Participant deferral / active EE | $3,925 | $9,865-60.2% | $9,331-57.9% | $6,507-39.7% |
| Admin fee / account holder | $46 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |