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 | $74,190 | $214,378-65.4% | $200,582-63.0% | $142,382-47.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.27% | 46.41%-29.1pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,267 | $6,841-66.9% | $6,419-64.7% | $4,299-47.3% |
| Participant deferral / active EE | $18,868 | $9,865+91.3% | $9,331+102.2% | $6,507+189.9% |
| Admin fee / account holder | $70 | $17,692-99.6% | $16,305-99.6% | $12,624-99.4% |