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 | $74,823 | $214,378-65.1% | $200,582-62.7% | $142,382-47.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.47% | 46.41%-24.9pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $1,483 | $6,841-78.3% | $6,419-76.9% | $4,299-65.5% |
| Participant deferral / active EE | $14,488 | $9,865+46.9% | $9,331+55.3% | $6,507+122.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |