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 | $32,257 | $157,256-79.5% | $141,162-77.1% | $152,861-78.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.79% | 64.32%-38.5pp | 71.39%-45.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $7,267 | $5,261+38.1% | $4,735+53.5% | $4,762+52.6% |
| Participant deferral / active EE | $14,452 | $7,109+103.3% | $6,709+115.4% | $5,850+147.0% |
| Admin fee / account holder | $216 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |