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 | $56,522 | $112,096-49.6% | $95,952-41.1% | $158,922-64.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 18.66% | 171.09%-152.4pp | 91.61%-73.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $6,757 | $3,198+111.3% | $2,541+165.9% | $4,761+41.9% |
| Participant deferral / active EE | $9,753 | $4,784+103.9% | $4,167+134.1% | $5,982+63.0% |
| Admin fee / account holder | $240 | $10,130-97.6% | $6,795-96.5% | $11,246-97.9% |