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 6-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 | $48,820 | $209,336-76.7% | $197,124-75.2% | $137,256-64.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.06% | 48.09%-28.0pp | 44.34%-24.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,824 | $6,591-57.1% | $6,227-54.6% | $4,156-32.0% |
| Participant deferral / active EE | $6,245 | $9,614-35.0% | $9,135-31.6% | $6,407-2.5% |
| Admin fee / account holder | $38 | $17,308-99.8% | $16,298-99.8% | $12,270-99.7% |