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 | $43,061 | $157,256-72.6% | $141,162-69.5% | $152,861-71.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 29.14% | 64.32%-35.2pp | 71.39%-42.3pp | 345.32%-316.2pp |
| Employer contribution / active EE | $6,864 | $5,261+30.5% | $4,735+45.0% | $4,762+44.1% |
| Participant deferral / active EE | $13,735 | $7,109+93.2% | $6,709+104.7% | $5,850+134.8% |
| Admin fee / account holder | $297 | $12,120-97.6% | $10,261-97.1% | $11,596-97.4% |