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 | $113,857 | $176,812-35.6% | $146,665-22.4% | $167,490-32.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.67% | 24.03%-12.4pp | 22.74%-11.1pp | 478.56%-466.9pp |
| Employer contribution / active EE | $3,162 | $5,160-38.7% | $4,136-23.6% | $4,837-34.6% |
| Participant deferral / active EE | $10,400 | $6,440+61.5% | $5,506+88.9% | $6,341+64.0% |
| Admin fee / account holder | $263 | $13,259-98.0% | $10,280-97.4% | $12,309-97.9% |