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 | $33,420 | $185,822-82.0% | $169,993-80.3% | $139,434-76.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 34.29% | 60.50%-26.2pp | 53.37%-19.1pp | 372.94%-338.6pp |
| Employer contribution / active EE | $13,066 | $7,590+72.2% | $6,785+92.6% | $4,751+175.0% |
| Participant deferral / active EE | $10,641 | $11,622-8.4% | $10,408+2.2% | $6,710+58.6% |
| Admin fee / account holder | $35 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |