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 | $93,778 | $176,377-46.8% | $134,143-30.1% | $158,922-41.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 8.34% | 63.63%-55.3pp | 36.33%-28.0pp | 302.83%-294.5pp |
| Employer contribution / active EE | $30,833 | $5,040+511.7% | $3,704+732.5% | $4,761+547.6% |
| Participant deferral / active EE | $400 | $4,091-90.2% | $3,499-88.6% | $5,982-93.3% |
| Admin fee / account holder | $222 | $8,718-97.5% | $6,684-96.7% | $11,246-98.0% |