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 | $85,942 | $109,982-21.9% | $97,226-11.6% | $145,922-41.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.22% | 242.90%-233.7pp | 75.13%-65.9pp | 561.29%-552.1pp |
| Employer contribution / active EE | $5,472 | $3,084+77.4% | $2,729+100.5% | $4,660+17.4% |
| Participant deferral / active EE | $10,741 | $4,676+129.7% | $4,264+151.9% | $6,688+60.6% |
| Admin fee / account holder | $20 | $6,221-99.7% | $5,654-99.6% | $13,397-99.9% |