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 | $31,761 | $227,553-86.0% | $189,557-83.2% | $167,490-81.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.06% | 78.40%-58.3pp | 64.17%-44.1pp | 478.56%-458.5pp |
| Employer contribution / active EE | $6,614 | $5,316+24.4% | $4,412+49.9% | $4,837+36.7% |
| Participant deferral / active EE | $10,559 | $7,002+50.8% | $6,174+71.0% | $6,341+66.5% |
| Admin fee / account holder | $97 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |