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 | $85,726 | $148,534-42.3% | $135,903-36.9% | $139,434-38.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.20% | 79.19%-44.0pp | 68.23%-33.0pp | 372.94%-337.7pp |
| Employer contribution / active EE | $6,959 | $5,243+32.7% | $4,856+43.3% | $4,751+46.5% |
| Participant deferral / active EE | $20,167 | $8,100+149.0% | $7,758+160.0% | $6,710+200.5% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |