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 | $26,392 | $109,327-75.9% | $89,391-70.5% | $158,922-83.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 38.83% | 345.68%-306.8pp | 245.62%-206.8pp | 302.83%-264.0pp |
| Employer contribution / active EE | $8,407 | $3,170+165.2% | $2,586+225.1% | $4,761+76.6% |
| Participant deferral / active EE | $9,219 | $4,598+100.5% | $3,890+137.0% | $5,982+54.1% |
| Admin fee / account holder | $140 | $6,153-97.7% | $4,881-97.1% | $11,246-98.8% |