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 | $55,089 | $183,963-70.1% | $162,163-66.0% | $152,861-64.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.00% | 150.76%-116.8pp | 115.59%-81.6pp | 345.32%-311.3pp |
| Employer contribution / active EE | $6,386 | $6,371+0.2% | $5,614+13.8% | $4,762+34.1% |
| Participant deferral / active EE | $13,281 | $8,034+65.3% | $7,298+82.0% | $5,850+127.0% |
| Admin fee / account holder | $20 | $13,121-99.8% | $10,843-99.8% | $11,596-99.8% |