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 | $96,234 | $96,635-0.4% | $86,612+11.1% | $139,434-31.0% |
| Participation rate | 88.9% | 74.4%+14.5pp | 71.7%+17.2pp | 80.3%+8.6pp |
| Annual return | 24.18% | 106.41%-82.2pp | 591.07%-566.9pp | 372.94%-348.8pp |
| Employer contribution / active EE | $13,694 | $3,263+319.7% | $3,022+353.1% | $4,751+188.2% |
| Participant deferral / active EE | $10,900 | $4,836+125.4% | $4,438+145.6% | $6,710+62.4% |
| Admin fee / account holder | $295 | $6,408-95.4% | $5,614-94.7% | $11,403-97.4% |