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 | $83,973 | $165,335-49.2% | $149,696-43.9% | $158,922-47.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.94% | 348.15%-318.2pp | 276.60%-246.7pp | 302.83%-272.9pp |
| Employer contribution / active EE | $15,826 | $5,103+210.1% | $4,644+240.8% | $4,761+232.4% |
| Participant deferral / active EE | $12,589 | $7,181+75.3% | $6,842+84.0% | $5,982+110.4% |
| Admin fee / account holder | $233 | $10,807-97.8% | $9,309-97.5% | $11,246-97.9% |