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 | $71,981 | $165,335-56.5% | $149,696-51.9% | $158,922-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.02% | 348.15%-336.1pp | 276.60%-264.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $8,333 | $5,103+63.3% | $4,644+79.4% | $4,761+75.0% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $200 | $10,807-98.1% | $9,309-97.9% | $11,246-98.2% |