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 5-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 | $69,330 | $185,822-62.7% | $169,993-59.2% | $139,434-50.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.31% | 60.50%-31.2pp | 53.37%-24.1pp | 372.94%-343.6pp |
| Employer contribution / active EE | $12,603 | $7,590+66.0% | $6,785+85.7% | $4,751+165.3% |
| Participant deferral / active EE | $13,149 | $11,622+13.1% | $10,408+26.3% | $6,710+96.0% |
| Admin fee / account holder | $183 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |