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 | $70,337 | $154,117-54.4% | $129,995-45.9% | $139,434-49.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.04% | 32.48%-15.4pp | -137.18%+154.2pp | 372.94%-355.9pp |
| Employer contribution / active EE | $11,823 | $5,289+123.5% | $4,320+173.7% | $4,751+148.9% |
| Participant deferral / active EE | $6,694 | $6,710-0.2% | $5,820+15.0% | $6,710-0.2% |
| Admin fee / account holder | $181 | $14,007-98.7% | $10,614-98.3% | $11,403-98.4% |