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 | $29,644 | $101,618-70.8% | $93,063-68.1% | $137,256-78.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 29.15% | 223.95%-194.8pp | 34.15%-5.0pp | 220.34%-191.2pp |
| Employer contribution / active EE | $4,901 | $2,707+81.0% | $2,476+97.9% | $4,156+17.9% |
| Participant deferral / active EE | $12,251 | $4,279+186.3% | $3,958+209.5% | $6,407+91.2% |
| Admin fee / account holder | $62 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |