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 | $65,099 | $175,202-62.8% | $149,673-56.5% | $139,434-53.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.03% | 166.71%-142.7pp | 134.42%-110.4pp | 372.94%-348.9pp |
| Employer contribution / active EE | $2,474 | $5,474-54.8% | $4,818-48.6% | $4,751-47.9% |
| Participant deferral / active EE | $13,491 | $6,519+107.0% | $5,680+137.5% | $6,710+101.0% |
| Admin fee / account holder | $79 | $16,150-99.5% | $13,210-99.4% | $11,403-99.3% |