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 | $25,035 | $77,813-67.8% | $123,544-79.7% | $64,186-61.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 16.69% | 12.48%+4.2pp | 119.20%-102.5pp | 7.63%+9.1pp |
| Employer contribution / active EE | $7,267 | $3,014+141.1% | $4,628+57.0% | $2,381+205.2% |
| Participant deferral / active EE | $6,454 | $5,240+23.2% | $6,426+0.5% | $3,470+86.0% |
| Admin fee / account holder | $142 | $5,519-97.4% | $9,284-98.5% | $4,888-97.1% |