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 | $77,581 | $112,881-31.3% | $90,951-14.7% | $158,922-51.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.50% | 215.79%-201.3pp | 134.60%-120.1pp | 302.83%-288.3pp |
| Employer contribution / active EE | $11,232 | $2,893+288.2% | $2,122+429.3% | $4,761+135.9% |
| Participant deferral / active EE | $8,089 | $4,128+96.0% | $3,373+139.8% | $5,982+35.2% |
| Admin fee / account holder | $5 | $8,041-99.9% | $5,959-99.9% | $11,246-100.0% |