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 | $79,905 | $148,534-46.2% | $135,903-41.2% | $139,434-42.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.21% | 79.19%-58.0pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $7,099 | $5,243+35.4% | $4,856+46.2% | $4,751+49.4% |
| Participant deferral / active EE | $14,511 | $8,100+79.1% | $7,758+87.0% | $6,710+116.3% |
| Admin fee / account holder | $39 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |