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 | $82,459 | $203,436-59.5% | $152,466-45.9% | $167,490-50.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 16.07% | 13.80%+2.3pp | 757.33%-741.3pp | 478.56%-462.5pp |
| Employer contribution / active EE | $8,422 | $5,220+61.3% | $4,327+94.6% | $4,837+74.1% |
| Participant deferral / active EE | $10,306 | $6,716+53.5% | $5,820+77.1% | $6,341+62.5% |
| Admin fee / account holder | $20 | $22,506-99.9% | $15,805-99.9% | $12,309-99.8% |