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 6-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 | $69,236 | $185,822-62.7% | $169,993-59.3% | $139,434-50.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.84% | 60.50%-32.7pp | 53.37%-25.5pp | 372.94%-345.1pp |
| Employer contribution / active EE | $8,205 | $7,590+8.1% | $6,785+20.9% | $4,751+72.7% |
| Participant deferral / active EE | $13,325 | $11,622+14.7% | $10,408+28.0% | $6,710+98.6% |
| Admin fee / account holder | $74 | $15,381-99.5% | $12,815-99.4% | $11,403-99.4% |