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 | $43,956 | $102,616-57.2% | $81,983-46.4% | $158,922-72.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.55% | 61.04%-45.5pp | 41.31%-25.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $18,792 | $3,240+480.0% | $2,498+652.3% | $4,761+294.7% |
| Participant deferral / active EE | $13,000 | $4,648+179.7% | $3,722+249.3% | $5,982+117.3% |
| Admin fee / account holder | $97 | $8,235-98.8% | $5,664-98.3% | $11,246-99.1% |