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 | $51,251 | $183,592-72.1% | $155,567-67.1% | $145,959-64.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 61.24%-48.4pp | 64.74%-51.9pp | 561.95%-549.1pp |
| Employer contribution / active EE | $6,913 | $5,315+30.1% | $4,674+47.9% | $4,661+48.3% |
| Participant deferral / active EE | $9,344 | $6,464+44.5% | $5,628+66.0% | $6,689+39.7% |
| Admin fee / account holder | $199 | $19,318-99.0% | $15,916-98.8% | $13,398-98.5% |