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 | $86,250 | $104,907-17.8% | $84,611+1.9% | $152,861-43.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 27.04% | 373.79%-346.7pp | 258.74%-231.7pp | 345.32%-318.3pp |
| Employer contribution / active EE | $2,882 | $3,302-12.7% | $2,652+8.7% | $4,762-39.5% |
| Participant deferral / active EE | $10,733 | $4,688+129.0% | $3,899+175.3% | $5,850+83.5% |
| Admin fee / account holder | $20 | $6,241-99.7% | $4,912-99.6% | $11,596-99.8% |