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 6-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 | $63,997 | $132,634-51.7% | $115,768-44.7% | $137,256-53.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.96% | 160.70%-141.7pp | 100.46%-81.5pp | 220.34%-201.4pp |
| Employer contribution / active EE | $7,877 | $3,360+134.5% | $2,940+167.9% | $4,156+89.5% |
| Participant deferral / active EE | $21,956 | $5,619+290.8% | $4,917+346.5% | $6,407+242.7% |
| Admin fee / account holder | $162 | $15,028-98.9% | $12,439-98.7% | $12,270-98.7% |