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 | $33,591 | $118,450-71.6% | $98,439-65.9% | $139,434-75.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 63.33% | 18.94%+44.4pp | 21.16%+42.2pp | 372.94%-309.6pp |
| Employer contribution / active EE | $10,115 | $3,609+180.2% | $3,048+231.8% | $4,751+112.9% |
| Participant deferral / active EE | $23,658 | $5,392+338.8% | $4,738+399.3% | $6,710+252.6% |
| Admin fee / account holder | $28 | $14,026-99.8% | $8,948-99.7% | $11,403-99.8% |