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 9-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 | $59,284 | $152,587-61.1% | $125,175-52.6% | $152,861-61.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 20.68% | 54.84%-34.2pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $5,377 | $4,946+8.7% | $3,865+39.1% | $4,762+12.9% |
| Participant deferral / active EE | $7,425 | $5,868+26.5% | $4,937+50.4% | $5,850+26.9% |
| Admin fee / account holder | $13 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |