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 | $59,413 | $157,256-62.2% | $141,162-57.9% | $152,861-61.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.61% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $9,425 | $5,261+79.2% | $4,735+99.0% | $4,762+97.9% |
| Participant deferral / active EE | $9,190 | $7,109+29.3% | $6,709+37.0% | $5,850+57.1% |
| Admin fee / account holder | $213 | $12,120-98.2% | $10,261-97.9% | $11,596-98.2% |