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 | $111,814-22.7% | $103,374-16.4% | $145,959-40.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.98% | 24.77%+13.2pp | 24.89%+13.1pp | 561.95%-524.0pp |
| Employer contribution / active EE | $3,715 | $4,214-11.8% | $3,869-4.0% | $4,661-20.3% |
| Participant deferral / active EE | $10,863 | $5,618+93.4% | $5,058+114.8% | $6,689+62.4% |
| Admin fee / account holder | $20 | $9,754-99.8% | $8,394-99.8% | $13,398-99.9% |