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 | $42,253 | $157,256-73.1% | $141,162-70.1% | $152,861-72.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.30% | 64.32%-36.0pp | 71.39%-43.1pp | 345.32%-317.0pp |
| Employer contribution / active EE | $11,457 | $5,261+117.8% | $4,735+142.0% | $4,762+140.6% |
| Participant deferral / active EE | $4,557 | $7,109-35.9% | $6,709-32.1% | $5,850-22.1% |
| Admin fee / account holder | $42 | $12,120-99.7% | $10,261-99.6% | $11,596-99.6% |