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 | $38,879 | $165,335-76.5% | $149,696-74.0% | $158,922-75.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.89% | 348.15%-326.3pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $8,680 | $5,103+70.1% | $4,644+86.9% | $4,761+82.3% |
| Participant deferral / active EE | $10,458 | $7,181+45.6% | $6,842+52.9% | $5,982+74.8% |
| Admin fee / account holder | $150 | $10,807-98.6% | $9,309-98.4% | $11,246-98.7% |