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 | $52,868 | $112,881-53.2% | $90,951-41.9% | $158,922-66.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.35% | 215.79%-191.4pp | 134.60%-110.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $11,281 | $2,893+289.9% | $2,122+431.6% | $4,761+136.9% |
| Participant deferral / active EE | $11,800 | $4,128+185.9% | $3,373+249.8% | $5,982+97.3% |
| Admin fee / account holder | $135 | $8,041-98.3% | $5,959-97.7% | $11,246-98.8% |