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 9-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 | $79,390 | $214,378-63.0% | $200,582-60.4% | $142,382-44.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.56% | 46.41%-24.8pp | 42.33%-20.8pp | 217.08%-195.5pp |
| Employer contribution / active EE | $5,051 | $6,841-26.2% | $6,419-21.3% | $4,299+17.5% |
| Participant deferral / active EE | $6,242 | $9,865-36.7% | $9,331-33.1% | $6,507-4.1% |
| Admin fee / account holder | $46 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |