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 | $167,611 | $88,707+88.9% | $74,183+125.9% | $273,961-38.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.23% | 11.94%-8.7pp | 17.74%-14.5pp | 41.45%-38.2pp |
| Employer contribution / active EE | $13,000 | $3,159+311.5% | $2,370+448.5% | $4,869+167.0% |
| Participant deferral / active EE | $26,000 | $4,212+517.3% | $3,550+632.5% | $5,287+391.8% |
| Admin fee / account holder | $34 | $8,717-99.6% | $5,586-99.4% | $10,132-99.7% |