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 8-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 | $56,474 | $127,065-55.6% | $113,168-50.1% | $142,382-60.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 28.20% | 24.03%+4.2pp | 24.27%+3.9pp | 217.08%-188.9pp |
| Employer contribution / active EE | $4,344 | $3,442+26.2% | $2,975+46.0% | $4,299+1.0% |
| Participant deferral / active EE | $31,000 | $5,716+442.3% | $5,107+507.0% | $6,507+376.4% |
| Admin fee / account holder | $15 | $15,736-99.9% | $12,068-99.9% | $12,624-99.9% |