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 | $24,018 | $159,602-85.0% | $150,045-84.0% | $142,382-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.32% | 70.24%-43.9pp | 62.55%-36.2pp | 217.08%-190.8pp |
| Employer contribution / active EE | $9,000 | $4,961+81.4% | $4,693+91.8% | $4,299+109.3% |
| Participant deferral / active EE | $11,250 | $8,310+35.4% | $7,997+40.7% | $6,507+72.9% |
| Admin fee / account holder | $61 | $14,846-99.6% | $13,435-99.5% | $12,624-99.5% |