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 7-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 | $96,091 | $108,642-11.6% | $74,701+28.6% | $152,861-37.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 307.60% | 114.06%+193.5pp | 752.92%-445.3pp | 345.32%-37.7pp |
| Employer contribution / active EE | $2,863 | $1,503+90.5% | $1,084+164.2% | $4,762-39.9% |
| Participant deferral / active EE | $5,449 | $2,712+100.9% | $1,964+177.5% | $5,850-6.9% |
| Admin fee / account holder | $120 | $4,902-97.5% | $3,333-96.4% | $11,596-99.0% |