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 | $71,110 | $201,272-64.7% | $184,203-61.4% | $145,922-51.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.89% | 29.00%-16.1pp | 28.81%-15.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,487 | $7,022-78.8% | $6,427-76.9% | $4,660-68.1% |
| Participant deferral / active EE | $9,594 | $9,806-2.2% | $9,131+5.1% | $6,688+43.5% |
| Admin fee / account holder | $99 | $16,364-99.4% | $13,901-99.3% | $13,397-99.3% |