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 3-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 | $58,258 | $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 | 23.51% | 46.41%-22.9pp | 42.33%-18.8pp | 217.08%-193.6pp |
| Employer contribution / active EE | $9,477 | $6,841+38.5% | $6,419+47.6% | $4,299+120.4% |
| Participant deferral / active EE | $10,507 | $9,865+6.5% | $9,331+12.6% | $6,507+61.5% |
| Admin fee / account holder | $84 | $17,692-99.5% | $16,305-99.5% | $12,624-99.3% |