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 | $137,324 | $112,729+21.8% | $98,716+39.1% | $137,2560% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.63% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,664 | $2,725+34.4% | $2,279+60.8% | $4,156-11.8% |
| Participant deferral / active EE | $18,400 | $4,640+296.5% | $4,048+354.6% | $6,407+187.2% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |