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 9-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 | $56,277 | $74,888-24.9% | $71,209-21.0% | $142,382-60.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.65% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $7,627 | $2,854+167.2% | $2,721+180.3% | $4,299+77.4% |
| Participant deferral / active EE | $4,634 | $4,454+4.0% | $4,175+11.0% | $6,507-28.8% |
| Admin fee / account holder | $99 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |