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 | $43,993 | $176,056-75.0% | $159,436-72.4% | $167,490-73.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 28.00% | 331.75%-303.8pp | 263.57%-235.6pp | 478.56%-450.6pp |
| Employer contribution / active EE | $2,218 | $5,297-58.1% | $4,829-54.1% | $4,837-54.2% |
| Participant deferral / active EE | $6,500 | $7,750-16.1% | $7,352-11.6% | $6,341+2.5% |
| Admin fee / account holder | $196 | $12,554-98.4% | $10,799-98.2% | $12,309-98.4% |