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 | $71,794 | $185,822-61.4% | $169,993-57.8% | $139,434-48.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.53% | 60.50%-42.0pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $4,565 | $7,590-39.9% | $6,785-32.7% | $4,751-3.9% |
| Participant deferral / active EE | $22,408 | $11,622+92.8% | $10,408+115.3% | $6,710+233.9% |
| Admin fee / account holder | $229 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |