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 | $61,326 | $98,750-37.9% | $149,696-59.0% | $79,858-23.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.54% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $4,121 | $3,216+28.1% | $4,644-11.3% | $2,471+66.8% |
| Participant deferral / active EE | $7,943 | $5,680+39.8% | $6,842+16.1% | $3,740+112.4% |
| Admin fee / account holder | $283 | $6,053-95.3% | $9,309-97.0% | $5,306-94.7% |