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 | $42,872 | $110,257-61.1% | $96,544-55.6% | $139,434-69.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.39% | 26.32%-11.9pp | 25.84%-11.4pp | 372.94%-358.5pp |
| Employer contribution / active EE | $5,969 | $3,620+64.9% | $2,965+101.3% | $4,751+25.6% |
| Participant deferral / active EE | $6,589 | $5,548+18.8% | $4,851+35.8% | $6,710-1.8% |
| Admin fee / account holder | $170 | $11,591-98.5% | $8,252-97.9% | $11,403-98.5% |