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 | $49,377 | $158,398-68.8% | $126,539-61.0% | $142,382-65.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.33% | 593.76%-573.4pp | 425.95%-405.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,867 | $4,650-38.3% | $3,674-22.0% | $4,299-33.3% |
| Participant deferral / active EE | $6,169 | $4,767+29.4% | $4,083+51.1% | $6,507-5.2% |
| Admin fee / account holder | $66 | $6,918-99.0% | $6,065-98.9% | $12,624-99.5% |