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 | $40,427 | $109,327-63.0% | $89,391-54.8% | $158,922-74.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 41.87% | 345.68%-303.8pp | 245.62%-203.7pp | 302.83%-261.0pp |
| Employer contribution / active EE | $10,556 | $3,170+233.0% | $2,586+308.3% | $4,761+121.7% |
| Participant deferral / active EE | $12,588 | $4,598+173.8% | $3,890+223.6% | $5,982+110.4% |
| Admin fee / account holder | $264 | $6,153-95.7% | $4,881-94.6% | $11,246-97.6% |