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 7-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 | $42,148 | $185,822-77.3% | $169,993-75.2% | $139,434-69.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.85% | 60.50%-39.7pp | 53.37%-32.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,255 | $7,590-57.1% | $6,785-52.0% | $4,751-31.5% |
| Participant deferral / active EE | $9,756 | $11,622-16.1% | $10,408-6.3% | $6,710+45.4% |
| Admin fee / account holder | $202 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |