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 | $43,422 | $124,425-65.1% | $112,040-61.2% | $137,256-68.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.08% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $6,507 | $3,411+90.7% | $2,954+120.3% | $4,156+56.6% |
| Participant deferral / active EE | $7,017 | $5,718+22.7% | $5,098+37.7% | $6,407+9.5% |
| Admin fee / account holder | $212 | $15,207-98.6% | $12,098-98.2% | $12,270-98.3% |