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 | $70,594 | $177,572-60.2% | $154,803-54.4% | $142,382-50.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.75% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $12,209 | $4,810+153.8% | $4,305+183.6% | $4,299+184.0% |
| Participant deferral / active EE | $9,597 | $6,272+53.0% | $5,540+73.2% | $6,507+47.5% |
| Admin fee / account holder | $200 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |