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 | $83,696 | $176,056-52.5% | $159,436-47.5% | $167,490-50.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.01% | 331.75%-311.7pp | 263.57%-243.6pp | 478.56%-458.5pp |
| Employer contribution / active EE | $3,620 | $5,297-31.7% | $4,829-25.0% | $4,837-25.2% |
| Participant deferral / active EE | $20,048 | $7,750+158.7% | $7,352+172.7% | $6,341+216.2% |
| Admin fee / account holder | $30 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |