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 9-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 | $47,137 | $107,934-56.3% | $91,989-48.8% | $152,861-69.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.46% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,944 | $4,210+65.0% | $3,452+101.2% | $4,762+45.8% |
| Participant deferral / active EE | $4,070 | $6,364-36.0% | $5,923-31.3% | $5,850-30.4% |
| Admin fee / account holder | $14 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |