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 | $66,791 | $109,327-38.9% | $89,391-25.3% | $158,922-58.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.66% | 345.68%-332.0pp | 245.62%-232.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $19,541 | $3,170+516.5% | $2,586+655.8% | $4,761+310.4% |
| Participant deferral / active EE | $13,000 | $4,598+182.7% | $3,890+234.2% | $5,982+117.3% |
| Admin fee / account holder | $140 | $6,153-97.7% | $4,881-97.1% | $11,246-98.8% |