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 | $61,206 | $159,901-61.7% | $146,958-58.4% | $145,922-58.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.41% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $9,510 | $5,286+79.9% | $4,933+92.8% | $4,660+104.1% |
| Participant deferral / active EE | $4,506 | $8,428-46.5% | $8,070-44.2% | $6,688-32.6% |
| Admin fee / account holder | $159 | $15,044-98.9% | $12,998-98.8% | $13,397-98.8% |