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 | $39,111 | $157,256-75.1% | $141,162-72.3% | $152,861-74.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 37.13% | 64.32%-27.2pp | 71.39%-34.3pp | 345.32%-308.2pp |
| Employer contribution / active EE | $5,187 | $5,261-1.4% | $4,735+9.6% | $4,762+8.9% |
| Participant deferral / active EE | $17,012 | $7,109+139.3% | $6,709+153.6% | $5,850+190.8% |
| Admin fee / account holder | $256 | $12,120-97.9% | $10,261-97.5% | $11,596-97.8% |