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 | $83,525 | $176,812-52.8% | $146,665-43.1% | $167,490-50.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.48% | 24.03%-11.5pp | 22.74%-10.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $10,403 | $5,160+101.6% | $4,136+151.5% | $4,837+115.1% |
| Participant deferral / active EE | $9,140 | $6,440+41.9% | $5,506+66.0% | $6,341+44.1% |
| Admin fee / account holder | $20 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |