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 5-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 | $92,334 | $214,378-56.9% | $200,582-54.0% | $142,382-35.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.46% | 46.41%-21.9pp | 42.33%-17.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $9,830 | $6,841+43.7% | $6,419+53.1% | $4,299+128.6% |
| Participant deferral / active EE | $8,166 | $9,865-17.2% | $9,331-12.5% | $6,507+25.5% |
| Admin fee / account holder | $11 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |