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 | $26,883 | $157,256-82.9% | $141,162-81.0% | $152,861-82.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.43% | 64.32%-29.9pp | 71.39%-37.0pp | 345.32%-310.9pp |
| Employer contribution / active EE | $16,954 | $5,261+222.3% | $4,735+258.1% | $4,762+256.0% |
| Participant deferral / active EE | $7,383 | $7,109+3.9% | $6,709+10.1% | $5,850+26.2% |
| Admin fee / account holder | $18 | $12,120-99.9% | $10,261-99.8% | $11,596-99.8% |