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 | $63,231 | $176,377-64.1% | $134,143-52.9% | $158,922-60.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 24.90% | 63.63%-38.7pp | 36.33%-11.4pp | 302.83%-277.9pp |
| Employer contribution / active EE | $14,988 | $5,040+197.4% | $3,704+304.7% | $4,761+214.8% |
| Participant deferral / active EE | $19,500 | $4,091+376.6% | $3,499+457.3% | $5,982+226.0% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |