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 | $86,447 | $148,534-41.8% | $135,903-36.4% | $139,434-38.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 44.00% | 79.19%-35.2pp | 68.23%-24.2pp | 372.94%-328.9pp |
| Employer contribution / active EE | $8,544 | $5,243+63.0% | $4,856+75.9% | $4,751+79.8% |
| Participant deferral / active EE | $6,651 | $8,100-17.9% | $7,758-14.3% | $6,710-0.9% |
| Admin fee / account holder | $17 | $12,400-99.9% | $10,762-99.8% | $11,403-99.8% |