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 9-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 | $52,079 | $118,849-56.2% | $96,562-46.1% | $167,490-68.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 20.21% | 50.49%-30.3pp | 37.78%-17.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $7,190 | $3,120+130.5% | $2,356+205.1% | $4,837+48.6% |
| Participant deferral / active EE | $7,275 | $4,616+57.6% | $3,849+89.0% | $6,341+14.7% |
| Admin fee / account holder | $240 | $8,065-97.0% | $6,181-96.1% | $12,309-98.0% |