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 | $40,990 | $148,534-72.4% | $135,903-69.8% | $139,434-70.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.46% | 79.19%-64.7pp | 68.23%-53.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $8,646 | $5,243+64.9% | $4,856+78.0% | $4,751+82.0% |
| Participant deferral / active EE | $4,789 | $8,100-40.9% | $7,758-38.3% | $6,710-28.6% |
| Admin fee / account holder | $23 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |