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 4-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 | $69,891 | $175,202-60.1% | $149,673-53.3% | $139,434-49.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 35.55% | 166.71%-131.2pp | 134.42%-98.9pp | 372.94%-337.4pp |
| Employer contribution / active EE | $29,931 | $5,474+446.8% | $4,818+521.3% | $4,751+530.0% |
| Participant deferral / active EE | $15,000 | $6,519+130.1% | $5,680+164.1% | $6,710+123.5% |
| Admin fee / account holder | $267 | $16,150-98.3% | $13,210-98.0% | $11,403-97.7% |