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 | $50,240 | $157,256-68.1% | $141,162-64.4% | $152,861-67.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 32.60% | 64.32%-31.7pp | 71.39%-38.8pp | 345.32%-312.7pp |
| Employer contribution / active EE | $10,281 | $5,261+95.4% | $4,735+117.1% | $4,762+115.9% |
| Participant deferral / active EE | $17,450 | $7,109+145.4% | $6,709+160.1% | $5,850+198.3% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |