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 | $83,994 | $104,907-19.9% | $84,611-0.7% | $152,861-45.1% |
| Participation rate | 90.0% | 74.8%+15.2pp | 68.2%+21.8pp | 82.4%+7.6pp |
| Annual return | 23.29% | 373.79%-350.5pp | 258.74%-235.5pp | 345.32%-322.0pp |
| Employer contribution / active EE | $3,152 | $3,302-4.5% | $2,652+18.9% | $4,762-33.8% |
| Participant deferral / active EE | $7,813 | $4,688+66.7% | $3,899+100.4% | $5,850+33.5% |
| Admin fee / account holder | $63 | $6,241-99.0% | $4,912-98.7% | $11,596-99.5% |