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 8-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 | $68,565 | $126,574-45.8% | $106,213-35.4% | $145,922-53.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.05% | 224.79%-215.7pp | 116.14%-107.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,499 | $3,730-33.0% | $3,171-21.2% | $4,660-46.4% |
| Participant deferral / active EE | $8,045 | $5,724+40.6% | $5,016+60.4% | $6,688+20.3% |
| Admin fee / account holder | $235 | $17,304-98.6% | $11,033-97.9% | $13,397-98.2% |