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 | $90,602 | $68,346+32.6% | $94,646-4.3% | $75,163+20.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 22.67% | 616.93%-594.3pp | 156.71%-134.0pp | 160.62%-137.9pp |
| Employer contribution / active EE | $8,283 | $2,701+206.7% | $3,672+125.6% | $2,670+210.2% |
| Participant deferral / active EE | $11,860 | $6,537+81.4% | $7,418+59.9% | $4,125+187.5% |
| Admin fee / account holder | $60 | $5,326-98.9% | $7,231-99.2% | $5,651-98.9% |