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 | $72,528 | $116,175-37.6% | $93,606-22.5% | $152,861-52.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 9.35% | 35.96%-26.6pp | 32.76%-23.4pp | 345.32%-336.0pp |
| Employer contribution / active EE | $27,642 | $3,218+758.9% | $2,718+917.0% | $4,762+480.4% |
| Participant deferral / active EE | $9,999 | $4,603+117.2% | $4,069+145.8% | $5,850+70.9% |
| Admin fee / account holder | $111 | $10,748-99.0% | $7,888-98.6% | $11,596-99.0% |