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 | $60,747 | $101,724-40.3% | $164,813-63.1% | $80,856-24.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 40.90% | 16.72%+24.2pp | 69.93%-29.0pp | 35.59%+5.3pp |
| Employer contribution / active EE | $5,911 | $2,953+100.1% | $4,341+36.2% | $2,755+114.6% |
| Participant deferral / active EE | $8,166 | $4,477+82.4% | $6,031+35.4% | $4,296+90.1% |
| Admin fee / account holder | $242 | $8,227-97.1% | $12,690-98.1% | $6,918-96.5% |