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 | $39,915 | $159,602-75.0% | $150,045-73.4% | $142,382-72.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.91% | 70.24%-44.3pp | 62.55%-36.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $9,412 | $4,961+89.7% | $4,693+100.6% | $4,299+118.9% |
| Participant deferral / active EE | $4,532 | $8,310-45.5% | $7,997-43.3% | $6,507-30.3% |
| Admin fee / account holder | $138 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |