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 | $48,885 | $162,781-70.0% | $133,956-63.5% | $158,922-69.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.37% | 41.94%-17.6pp | 45.09%-20.7pp | 302.83%-278.5pp |
| Employer contribution / active EE | $18,200 | $4,975+265.8% | $3,919+364.5% | $4,761+282.3% |
| Participant deferral / active EE | $8,257 | $5,911+39.7% | $5,048+63.6% | $5,982+38.0% |
| Admin fee / account holder | $19 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |