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 | $45,467 | $157,256-71.1% | $141,162-67.8% | $152,861-70.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.47% | 64.32%-48.9pp | 71.39%-55.9pp | 345.32%-329.8pp |
| Employer contribution / active EE | $11,212 | $5,261+113.1% | $4,735+136.8% | $4,762+135.4% |
| Participant deferral / active EE | $9,862 | $7,109+38.7% | $6,709+47.0% | $5,850+68.6% |
| Admin fee / account holder | $113 | $12,120-99.1% | $10,261-98.9% | $11,596-99.0% |