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 | $32,174 | $80,717-60.1% | $154,803-79.2% | $84,808-62.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 68.41% | 37.96%+30.5pp | 58.88%+9.5pp | 40.90%+27.5pp |
| Employer contribution / active EE | $3,206 | $2,761+16.1% | $4,305-25.5% | $2,631+21.9% |
| Participant deferral / active EE | $7,125 | $3,303+115.7% | $5,540+28.6% | $4,212+69.2% |
| Admin fee / account holder | $62 | $6,746-99.1% | $14,329-99.6% | $7,344-99.1% |