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 3-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 | $86,386 | $111,754-22.7% | $103,333-16.4% | $145,922-40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.98% | 24.77%+13.2pp | 24.88%+13.1pp | 561.29%-523.3pp |
| Employer contribution / active EE | $3,715 | $4,212-11.8% | $3,868-4.0% | $4,660-20.3% |
| Participant deferral / active EE | $10,863 | $5,619+93.3% | $5,057+114.8% | $6,688+62.4% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |