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 | $91,515 | $159,901-42.8% | $146,958-37.7% | $145,922-37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.69% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $3,936 | $5,286-25.5% | $4,933-20.2% | $4,660-15.5% |
| Participant deferral / active EE | $17,995 | $8,428+113.5% | $8,070+123.0% | $6,688+169.1% |
| Admin fee / account holder | $242 | $15,044-98.4% | $12,998-98.1% | $13,397-98.2% |