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 | $78,867 | $110,261-28.5% | $95,745-17.6% | $139,434-43.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.51% | 27.11%-8.6pp | 28.35%-9.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $5,623 | $3,257+72.6% | $2,835+98.4% | $4,751+18.4% |
| Participant deferral / active EE | $9,865 | $4,676+111.0% | $4,245+132.4% | $6,710+47.0% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |