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 | $45,577 | $176,812-74.2% | $146,665-68.9% | $167,490-72.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.71% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.9pp |
| Employer contribution / active EE | $7,925 | $5,160+53.6% | $4,136+91.6% | $4,837+63.8% |
| Participant deferral / active EE | $7,509 | $6,440+16.6% | $5,506+36.4% | $6,341+18.4% |
| Admin fee / account holder | $19 | $13,259-99.9% | $10,280-99.8% | $12,309-99.8% |