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 9-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 | $92,750 | $165,335-43.9% | $149,696-38.0% | $158,922-41.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.55% | 348.15%-336.6pp | 276.60%-265.1pp | 302.83%-291.3pp |
| Employer contribution / active EE | $54,560 | $5,103+969.2% | $4,644+1074.8% | $4,761+1045.9% |
| Participant deferral / active EE | $29,244 | $7,181+307.2% | $6,842+327.4% | $5,982+388.9% |
| Admin fee / account holder | $65 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |