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 | $31,872 | $107,334-70.3% | $92,893-65.7% | $152,861-79.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.27% | 145.58%-125.3pp | 109.41%-89.1pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,960 | $4,221+41.2% | $3,653+63.2% | $4,762+25.1% |
| Participant deferral / active EE | $2,571 | $4,845-46.9% | $4,236-39.3% | $5,850-56.0% |
| Admin fee / account holder | $43 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |