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 | $50,252 | $148,534-66.2% | $135,903-63.0% | $139,434-64.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 22.67% | 79.19%-56.5pp | 68.23%-45.6pp | 372.94%-350.3pp |
| Employer contribution / active EE | $2,500 | $5,243-52.3% | $4,856-48.5% | $4,751-47.4% |
| Participant deferral / active EE | $9,035 | $8,100+11.5% | $7,758+16.5% | $6,710+34.6% |
| Admin fee / account holder | $51 | $12,400-99.6% | $10,762-99.5% | $11,403-99.6% |