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 | $91,649 | $118,849-22.9% | $96,562-5.1% | $167,490-45.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 23.02% | 50.49%-27.5pp | 37.78%-14.8pp | 478.56%-455.5pp |
| Employer contribution / active EE | $17,674 | $3,120+466.6% | $2,356+650.0% | $4,837+265.4% |
| Participant deferral / active EE | $10,314 | $4,616+123.4% | $3,849+168.0% | $6,341+62.6% |
| Admin fee / account holder | $28 | $8,065-99.6% | $6,181-99.5% | $12,309-99.8% |