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 | $39,153 | $157,256-75.1% | $141,162-72.3% | $152,861-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 45.28% | 64.32%-19.0pp | 71.39%-26.1pp | 345.32%-300.0pp |
| Employer contribution / active EE | $7,436 | $5,261+41.3% | $4,735+57.0% | $4,762+56.1% |
| Participant deferral / active EE | $14,198 | $7,109+99.7% | $6,709+111.6% | $5,850+142.7% |
| Admin fee / account holder | $84 | $12,120-99.3% | $10,261-99.2% | $11,596-99.3% |