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 | $36,142 | $214,378-83.1% | $200,582-82.0% | $142,382-74.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.99% | 46.41%-30.4pp | 42.33%-26.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,348 | $6,841-21.8% | $6,419-16.7% | $4,299+24.4% |
| Participant deferral / active EE | $20,000 | $9,865+102.7% | $9,331+114.3% | $6,507+207.4% |
| Admin fee / account holder | $268 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |