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 | $42,774 | $154,117-72.2% | $129,995-67.1% | $139,434-69.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.67% | 32.48%-10.8pp | -137.18%+158.8pp | 372.94%-351.3pp |
| Employer contribution / active EE | $5,397 | $5,289+2.0% | $4,320+24.9% | $4,751+13.6% |
| Participant deferral / active EE | $14,721 | $6,710+119.4% | $5,820+152.9% | $6,710+119.4% |
| Admin fee / account holder | $97 | $14,007-99.3% | $10,614-99.1% | $11,403-99.1% |