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 | $33,026 | $77,419-57.3% | $69,455-52.4% | $152,861-78.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 29.17% | 39.06%-9.9pp | 28.97%+0.2pp | 345.32%-316.1pp |
| Employer contribution / active EE | $9,341 | $3,315+181.8% | $2,779+236.1% | $4,762+96.1% |
| Participant deferral / active EE | $12,947 | $4,414+193.3% | $3,535+266.2% | $5,850+121.3% |
| Admin fee / account holder | $146 | $6,207-97.7% | $3,839-96.2% | $11,596-98.7% |