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 6-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 | $42,387 | $176,377-76.0% | $134,143-68.4% | $158,922-73.3% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 25.70% | 63.63%-37.9pp | 36.33%-10.6pp | 302.83%-277.1pp |
| Employer contribution / active EE | $9,321 | $5,040+84.9% | $3,704+151.7% | $4,761+95.8% |
| Participant deferral / active EE | $9,750 | $4,091+138.3% | $3,499+178.7% | $5,982+63.0% |
| Admin fee / account holder | $87 | $8,718-99.0% | $6,684-98.7% | $11,246-99.2% |