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 | $107,227 | $152,587-29.7% | $125,175-14.3% | $152,861-29.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 28.61% | 54.84%-26.2pp | 43.79%-15.2pp | 345.32%-316.7pp |
| Employer contribution / active EE | $11,909 | $4,946+140.8% | $3,865+208.1% | $4,762+150.1% |
| Participant deferral / active EE | $13,870 | $5,868+136.4% | $4,937+180.9% | $5,850+137.1% |
| Admin fee / account holder | $15 | $13,434-99.9% | $9,702-99.8% | $11,596-99.9% |