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 | $27,306 | $154,117-82.3% | $129,995-79.0% | $139,434-80.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.03% | 32.48%-15.4pp | -137.18%+154.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $9,957 | $5,289+88.3% | $4,320+130.5% | $4,751+109.6% |
| Participant deferral / active EE | $2,598 | $6,710-61.3% | $5,820-55.4% | $6,710-61.3% |
| Admin fee / account holder | $266 | $14,007-98.1% | $10,614-97.5% | $11,403-97.7% |