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 | $62,040 | $185,822-66.6% | $169,993-63.5% | $139,434-55.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.93% | 60.50%-41.6pp | 53.37%-34.4pp | 372.94%-354.0pp |
| Employer contribution / active EE | $1,588 | $7,590-79.1% | $6,785-76.6% | $4,751-66.6% |
| Participant deferral / active EE | $10,549 | $11,622-9.2% | $10,408+1.4% | $6,710+57.2% |
| Admin fee / account holder | $56 | $15,381-99.6% | $12,815-99.6% | $11,403-99.5% |