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 9-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 | $57,187 | $90,503-36.8% | $78,689-27.3% | $273,961-79.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.21% | 75.60%-66.4pp | 62.18%-53.0pp | 41.45%-32.2pp |
| Employer contribution / active EE | $5,364 | $3,176+68.9% | $2,851+88.2% | $4,869+10.2% |
| Participant deferral / active EE | $7,592 | $3,901+94.6% | $3,517+115.9% | $5,287+43.6% |
| Admin fee / account holder | $29 | $5,263-99.5% | $4,510-99.4% | $10,132-99.7% |