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 | $29,383 | $98,750-70.2% | $149,696-80.4% | $79,858-63.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 34.72% | 27.43%+7.3pp | 276.60%-241.9pp | 31.71%+3.0pp |
| Employer contribution / active EE | $6,950 | $3,216+116.1% | $4,644+49.6% | $2,471+181.3% |
| Participant deferral / active EE | $7,307 | $5,680+28.6% | $6,842+6.8% | $3,740+95.4% |
| Admin fee / account holder | $106 | $6,053-98.3% | $9,309-98.9% | $5,306-98.0% |