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 | $97,446 | $159,901-39.1% | $146,958-33.7% | $145,922-33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.82% | 98.13%-88.3pp | 418.34%-408.5pp | 561.29%-551.5pp |
| Employer contribution / active EE | $11,737 | $5,286+122.0% | $4,933+137.9% | $4,660+151.9% |
| Participant deferral / active EE | $12,429 | $8,428+47.5% | $8,070+54.0% | $6,688+85.8% |
| Admin fee / account holder | $195 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |