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 | $61,672 | $214,378-71.2% | $200,582-69.3% | $142,382-56.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.43% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $4,833 | $6,841-29.4% | $6,419-24.7% | $4,299+12.4% |
| Participant deferral / active EE | $13,574 | $9,865+37.6% | $9,331+45.5% | $6,507+108.6% |
| Admin fee / account holder | $224 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |