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 | $95,388 | $157,256-39.3% | $141,162-32.4% | $152,861-37.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 231.43% | 64.32%+167.1pp | 71.39%+160.0pp | 345.32%-113.9pp |
| Employer contribution / active EE | $2,980 | $5,261-43.4% | $4,735-37.1% | $4,762-37.4% |
| Participant deferral / active EE | $12,980 | $7,109+82.6% | $6,709+93.5% | $5,850+121.9% |
| Admin fee / account holder | $96 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |