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 | $85,950 | $183,519-53.2% | $155,509-44.7% | $145,922-41.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.12% | 61.17%-48.0pp | 64.67%-51.5pp | 561.29%-548.2pp |
| Employer contribution / active EE | $30,503 | $5,313+474.2% | $4,672+552.8% | $4,660+554.6% |
| Participant deferral / active EE | $12,762 | $6,462+97.5% | $5,626+126.8% | $6,688+90.8% |
| Admin fee / account holder | $166 | $19,313-99.1% | $15,912-99.0% | $13,397-98.8% |