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 | $71,748 | $175,202-59.0% | $149,673-52.1% | $139,434-48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.42% | 166.71%-150.3pp | 134.42%-118.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $7,720 | $5,474+41.0% | $4,818+60.2% | $4,751+62.5% |
| Participant deferral / active EE | $4,324 | $6,519-33.7% | $5,680-23.9% | $6,710-35.6% |
| Admin fee / account holder | $93 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |