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 | $60,638 | $112,881-46.3% | $90,951-33.3% | $158,922-61.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 90.85% | 215.79%-124.9pp | 134.60%-43.8pp | 302.83%-212.0pp |
| Employer contribution / active EE | $7,939 | $2,893+174.4% | $2,122+274.1% | $4,761+66.7% |
| Participant deferral / active EE | $3,250 | $4,128-21.3% | $3,373-3.6% | $5,982-45.7% |
| Admin fee / account holder | $143 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |