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 | $40,239 | $214,378-81.2% | $200,582-79.9% | $142,382-71.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.77% | 46.41%-25.6pp | 42.33%-21.6pp | 217.08%-196.3pp |
| Employer contribution / active EE | $2,930 | $6,841-57.2% | $6,419-54.3% | $4,299-31.8% |
| Participant deferral / active EE | $4,701 | $9,865-52.3% | $9,331-49.6% | $6,507-27.8% |
| Admin fee / account holder | $21 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |