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 6-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 | $49,454 | $106,515-53.6% | $96,683-48.8% | $139,434-64.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.66% | 38.43%-18.8pp | 35.69%-16.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $10,150 | $4,103+147.4% | $3,737+171.6% | $4,751+113.6% |
| Participant deferral / active EE | $7,659 | $5,454+40.4% | $4,878+57.0% | $6,710+14.1% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |