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 6-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 | $83,870 | $185,822-54.9% | $169,993-50.7% | $139,434-39.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.72% | 60.50%-35.8pp | 53.37%-28.7pp | 372.94%-348.2pp |
| Employer contribution / active EE | $12,365 | $7,590+62.9% | $6,785+82.2% | $4,751+160.3% |
| Participant deferral / active EE | $8,269 | $11,622-28.9% | $10,408-20.5% | $6,710+23.2% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |