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 | $48,095 | $106,890-55.0% | $84,015-42.8% | $152,861-68.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.68% | 104.99%-87.3pp | 71.31%-53.6pp | 345.32%-327.6pp |
| Employer contribution / active EE | $4,392 | $2,734+60.6% | $1,983+121.4% | $4,762-7.8% |
| Participant deferral / active EE | $5,570 | $4,011+38.8% | $3,239+72.0% | $5,850-4.8% |
| Admin fee / account holder | $13 | $8,285-99.8% | $6,101-99.8% | $11,596-99.9% |