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 | $99,039 | $127,065-22.1% | $113,168-12.5% | $142,382-30.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.33% | 24.03%-1.7pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $5,080 | $3,442+47.6% | $2,975+70.7% | $4,299+18.2% |
| Participant deferral / active EE | $11,894 | $5,716+108.1% | $5,107+132.9% | $6,507+82.8% |
| Admin fee / account holder | $185 | $15,736-98.8% | $12,068-98.5% | $12,624-98.5% |