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 7-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 | $81,359 | $102,966-21.0% | $90,281-9.9% | $152,861-46.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.91% | 95.16%-74.2pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $12,000 | $3,139+282.3% | $2,854+320.4% | $4,762+152.0% |
| Participant deferral / active EE | $22,000 | $4,281+413.8% | $3,885+466.2% | $5,850+276.1% |
| Admin fee / account holder | $84 | $6,171-98.6% | $5,351-98.4% | $11,596-99.3% |