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 | $72,400 | $183,519-60.5% | $155,509-53.4% | $145,922-50.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.83% | 61.17%-47.3pp | 64.67%-50.8pp | 561.29%-547.5pp |
| Employer contribution / active EE | $7,083 | $5,313+33.3% | $4,672+51.6% | $4,660+52.0% |
| Participant deferral / active EE | $5,521 | $6,462-14.6% | $5,626-1.9% | $6,688-17.4% |
| Admin fee / account holder | $33 | $19,313-99.8% | $15,912-99.8% | $13,397-99.8% |