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 9-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 | $31,400 | $106,515-70.5% | $96,683-67.5% | $139,434-77.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.22% | 38.43%-19.2pp | 35.69%-16.5pp | 372.94%-353.7pp |
| Employer contribution / active EE | $9,427 | $4,103+129.8% | $3,737+152.3% | $4,751+98.4% |
| Participant deferral / active EE | $6,689 | $5,454+22.6% | $4,878+37.1% | $6,710-0.3% |
| Admin fee / account holder | $219 | $7,877-97.2% | $6,730-96.7% | $11,403-98.1% |