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 | $73,779 | $99,877-26.1% | $84,966-13.2% | $145,922-49.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 83.76%-72.4pp | 66.38%-55.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $11,923 | $3,231+269.0% | $2,727+337.2% | $4,660+155.9% |
| Participant deferral / active EE | $8,597 | $5,291+62.5% | $4,519+90.2% | $6,688+28.6% |
| Admin fee / account holder | $153 | $7,248-97.9% | $6,149-97.5% | $13,397-98.9% |