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 8-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 | $67,112 | $154,117-56.5% | $129,995-48.4% | $139,434-51.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.85% | 32.48%-22.6pp | -137.18%+147.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $11,063 | $5,289+109.2% | $4,320+156.1% | $4,751+132.9% |
| Participant deferral / active EE | $7,788 | $6,710+16.1% | $5,820+33.8% | $6,710+16.1% |
| Admin fee / account holder | $218 | $14,007-98.4% | $10,614-97.9% | $11,403-98.1% |