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 | $121,752 | $159,901-23.9% | $146,958-17.2% | $145,922-16.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.97% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $10,366 | $5,286+96.1% | $4,933+110.1% | $4,660+122.5% |
| Participant deferral / active EE | $13,980 | $8,428+65.9% | $8,070+73.2% | $6,688+109.0% |
| Admin fee / account holder | $109 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |