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 | $66,348 | $102,616-35.3% | $81,983-19.1% | $158,922-58.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 16.85% | 61.04%-44.2pp | 41.31%-24.5pp | 302.83%-286.0pp |
| Employer contribution / active EE | $14,146 | $3,240+336.6% | $2,498+466.3% | $4,761+197.1% |
| Participant deferral / active EE | $13,000 | $4,648+179.7% | $3,722+249.3% | $5,982+117.3% |
| Admin fee / account holder | $195 | $8,235-97.6% | $5,664-96.6% | $11,246-98.3% |