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 | $58,250 | $214,378-72.8% | $200,582-71.0% | $142,382-59.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.25% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $3,114 | $6,841-54.5% | $6,419-51.5% | $4,299-27.6% |
| Participant deferral / active EE | $9,469 | $9,865-4.0% | $9,331+1.5% | $6,507+45.5% |
| Admin fee / account holder | $102 | $17,692-99.4% | $16,305-99.4% | $12,624-99.2% |