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 | $82,134 | $214,378-61.7% | $200,582-59.1% | $142,382-42.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.40% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,841 | $6,841-58.5% | $6,419-55.7% | $4,299-33.9% |
| Participant deferral / active EE | $8,345 | $9,865-15.4% | $9,331-10.6% | $6,507+28.2% |
| Admin fee / account holder | $53 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |