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 9-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 | $43,228 | $133,922-67.7% | $116,228-62.8% | $142,382-69.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 21.52% | 147.76%-126.2pp | 90.06%-68.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,486 | $3,446+1.2% | $2,994+16.4% | $4,299-18.9% |
| Participant deferral / active EE | $7,014 | $5,672+23.6% | $4,953+41.6% | $6,507+7.8% |
| Admin fee / account holder | $76 | $14,945-99.5% | $11,989-99.4% | $12,624-99.4% |