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 | $28,185 | $135,635-79.2% | $110,238-74.4% | $135,375-79.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.16% | 513.19%-506.0pp | 314.74%-307.6pp | 519.73%-512.6pp |
| Employer contribution / active EE | $11,453 | $4,906+133.4% | $3,826+199.3% | $4,779+139.7% |
| Participant deferral / active EE | $4,753 | $5,506-13.7% | $4,672+1.7% | $5,609-15.3% |
| Admin fee / account holder | $3 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |