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 | $49,801 | $214,378-76.8% | $200,582-75.2% | $142,382-65.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.90% | 46.41%-30.5pp | 42.33%-26.4pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,151 | $6,841-68.6% | $6,419-66.5% | $4,299-50.0% |
| Participant deferral / active EE | $6,372 | $9,865-35.4% | $9,331-31.7% | $6,507-2.1% |
| Admin fee / account holder | $40 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |