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 9-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 | $71,718 | $217,402-67.0% | $185,823-61.4% | $167,490-57.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.14% | 148.36%-133.2pp | 122.05%-106.9pp | 478.56%-463.4pp |
| Employer contribution / active EE | $9,800 | $5,873+66.9% | $5,167+89.7% | $4,837+102.6% |
| Participant deferral / active EE | $8,731 | $6,356+37.4% | $5,568+56.8% | $6,341+37.7% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |