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 6-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 | $72,120 | $185,822-61.2% | $169,993-57.6% | $139,434-48.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.56% | 60.50%-24.9pp | 53.37%-17.8pp | 372.94%-337.4pp |
| Employer contribution / active EE | $8,521 | $7,590+12.3% | $6,785+25.6% | $4,751+79.4% |
| Participant deferral / active EE | $13,037 | $11,622+12.2% | $10,408+25.3% | $6,710+94.3% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |