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 | $59,045 | $127,065-53.5% | $113,168-47.8% | $142,382-58.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.88% | 24.03%-7.1pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,555 | $3,442+3.3% | $2,975+19.5% | $4,299-17.3% |
| Participant deferral / active EE | $10,209 | $5,716+78.6% | $5,107+99.9% | $6,507+56.9% |
| Admin fee / account holder | $23 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |