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 | $77,196 | $148,534-48.0% | $135,903-43.2% | $139,434-44.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.03% | 79.19%-56.2pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $8,216 | $5,243+56.7% | $4,856+69.2% | $4,751+72.9% |
| Participant deferral / active EE | $27,500 | $8,100+239.5% | $7,758+254.5% | $6,710+309.8% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |