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 | $67,732 | $107,334-36.9% | $92,893-27.1% | $152,861-55.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.84% | 145.58%-115.7pp | 109.41%-79.6pp | 345.32%-315.5pp |
| Employer contribution / active EE | $2,823 | $4,221-33.1% | $3,653-22.7% | $4,762-40.7% |
| Participant deferral / active EE | $13,873 | $4,845+186.4% | $4,236+227.5% | $5,850+137.1% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |