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 | $132,449 | $100,970+31.2% | $96,576+37.1% | $137,256-3.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 25.07% | 38.16%-13.1pp | 38.47%-13.4pp | 220.34%-195.3pp |
| Employer contribution / active EE | $7,198 | $3,809+89.0% | $3,553+102.6% | $4,156+73.2% |
| Participant deferral / active EE | $10,067 | $8,286+21.5% | $7,956+26.5% | $6,407+57.1% |
| Admin fee / account holder | $161 | $11,312-98.6% | $11,381-98.6% | $12,270-98.7% |