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 | $48,009 | $98,750-51.4% | $149,696-67.9% | $79,858-39.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.89% | 27.43%-5.5pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $7,113 | $3,216+121.2% | $4,644+53.2% | $2,471+187.9% |
| Participant deferral / active EE | $6,903 | $5,680+21.5% | $6,842+0.9% | $3,740+84.6% |
| Admin fee / account holder | $280 | $6,053-95.4% | $9,309-97.0% | $5,306-94.7% |