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 | $47,471 | $105,126-54.8% | $94,646-49.8% | $139,434-66.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 23.25% | 38.03%-14.8pp | 156.71%-133.5pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,359 | $4,106-42.5% | $3,672-35.8% | $4,751-50.3% |
| Participant deferral / active EE | $7,510 | $7,599-1.2% | $7,418+1.2% | $6,710+11.9% |
| Admin fee / account holder | $184 | $8,984-98.0% | $7,231-97.5% | $11,403-98.4% |