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 | $117,709 | $69,207+70.1% | $64,056+83.8% | $139,434-15.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.59% | 45.88%-27.3pp | 33.69%-15.1pp | 372.94%-354.4pp |
| Employer contribution / active EE | $6,693 | $3,182+110.3% | $2,747+143.7% | $4,751+40.9% |
| Participant deferral / active EE | $17,320 | $4,682+270.0% | $3,880+346.4% | $6,710+158.1% |
| Admin fee / account holder | $18 | $4,244-99.6% | $3,068-99.4% | $11,403-99.8% |