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 | $56,812 | $209,411-72.9% | $178,490-68.2% | $158,922-64.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.62% | 188.75%-180.1pp | 151.07%-142.4pp | 302.83%-294.2pp |
| Employer contribution / active EE | $5,550 | $5,706-2.7% | $5,011+10.8% | $4,761+16.6% |
| Participant deferral / active EE | $13,000 | $5,954+118.3% | $5,202+149.9% | $5,982+117.3% |
| Admin fee / account holder | $100 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |