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 | $58,199 | $176,377-67.0% | $134,143-56.6% | $158,922-63.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 23.29% | 63.63%-40.3pp | 36.33%-13.0pp | 302.83%-279.5pp |
| Employer contribution / active EE | $10,192 | $5,040+102.2% | $3,704+175.2% | $4,761+114.1% |
| Participant deferral / active EE | $21,500 | $4,091+425.5% | $3,499+514.5% | $5,982+259.4% |
| Admin fee / account holder | $188 | $8,718-97.8% | $6,684-97.2% | $11,246-98.3% |