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 | $41,578 | $217,402-80.9% | $185,823-77.6% | $167,490-75.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.00% | 148.36%-121.4pp | 122.05%-95.0pp | 478.56%-451.6pp |
| Employer contribution / active EE | $8,076 | $5,873+37.5% | $5,167+56.3% | $4,837+67.0% |
| Participant deferral / active EE | $4,358 | $6,356-31.4% | $5,568-21.7% | $6,341-31.3% |
| Admin fee / account holder | $242 | $19,811-98.8% | $16,237-98.5% | $12,309-98.0% |