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 | $62,634 | $112,096-44.1% | $95,952-34.7% | $158,922-60.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 39.53% | 171.09%-131.6pp | 91.61%-52.1pp | 302.83%-263.3pp |
| Employer contribution / active EE | $17,856 | $3,198+458.4% | $2,541+602.7% | $4,761+275.0% |
| Participant deferral / active EE | $7,956 | $4,784+66.3% | $4,167+90.9% | $5,982+33.0% |
| Admin fee / account holder | $7 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |