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 | $58,199 | $165,984-64.9% | $164,813-64.7% | $145,922-60.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.41% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $10,226 | $5,273+93.9% | $4,341+135.6% | $4,660+119.5% |
| Participant deferral / active EE | $16,990 | $6,959+144.1% | $6,031+181.7% | $6,688+154.1% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |