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 | $115,730 | $118,680-2.5% | $98,907+17.0% | $158,922-27.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.32% | 372.35%-358.0pp | 196.43%-182.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,331 | $3,333-60.1% | $2,689-50.5% | $4,761-72.0% |
| Participant deferral / active EE | $8,246 | $5,088+62.1% | $4,244+94.3% | $5,982+37.8% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |