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 | $35,756 | $202,432-82.3% | $169,368-78.9% | $139,434-74.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.54% | 531.74%-513.2pp | 405.60%-387.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,811 | $4,692+2.5% | $4,013+19.9% | $4,751+1.3% |
| Participant deferral / active EE | $3,600 | $6,938-48.1% | $6,221-42.1% | $6,710-46.4% |
| Admin fee / account holder | $231 | $10,708-97.8% | $9,003-97.4% | $11,403-98.0% |