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 3-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 | $64,441 | $214,378-69.9% | $200,582-67.9% | $142,382-54.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.22% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $4,517 | $6,841-34.0% | $6,419-29.6% | $4,299+5.1% |
| Participant deferral / active EE | $14,858 | $9,865+50.6% | $9,331+59.2% | $6,507+128.3% |
| Admin fee / account holder | $62 | $17,692-99.7% | $16,305-99.6% | $12,624-99.5% |