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 | $86,121 | $148,534-42.0% | $135,903-36.6% | $139,434-38.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.26% | 79.19%-53.9pp | 68.23%-43.0pp | 372.94%-347.7pp |
| Employer contribution / active EE | $3,465 | $5,243-33.9% | $4,856-28.7% | $4,751-27.1% |
| Participant deferral / active EE | $17,354 | $8,100+114.2% | $7,758+123.7% | $6,710+158.6% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |