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 8-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 | $41,750 | $77,419-46.1% | $69,455-39.9% | $152,861-72.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 18.09% | 39.06%-21.0pp | 28.97%-10.9pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,644 | $3,315+100.4% | $2,779+139.1% | $4,762+39.5% |
| Participant deferral / active EE | $11,066 | $4,414+150.7% | $3,535+213.0% | $5,850+89.2% |
| Admin fee / account holder | $145 | $6,207-97.7% | $3,839-96.2% | $11,596-98.7% |