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 | $80,315 | $107,334-25.2% | $92,893-13.5% | $152,861-47.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.53% | 145.58%-123.0pp | 109.41%-86.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $13,778 | $4,221+226.4% | $3,653+277.2% | $4,762+189.3% |
| Participant deferral / active EE | $13,944 | $4,845+187.8% | $4,236+229.2% | $5,850+138.4% |
| Admin fee / account holder | $189 | $7,079-97.3% | $5,794-96.7% | $11,596-98.4% |