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 | $79,677 | $228,332-65.1% | $185,823-57.1% | $158,922-49.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 29.48% | 40.80%-11.3pp | 35.95%-6.5pp | 302.83%-273.3pp |
| Employer contribution / active EE | $10,207 | $4,967+105.5% | $4,087+149.7% | $4,761+114.4% |
| Participant deferral / active EE | $16,467 | $6,415+156.7% | $5,632+192.4% | $5,982+175.3% |
| Admin fee / account holder | $24 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |