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 | $88,430 | $165,335-46.5% | $149,696-40.9% | $158,922-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.83% | 348.15%-326.3pp | 276.60%-254.8pp | 302.83%-281.0pp |
| Employer contribution / active EE | $39,975 | $5,103+683.4% | $4,644+760.7% | $4,761+739.6% |
| Participant deferral / active EE | $29,000 | $7,181+303.8% | $6,842+323.9% | $5,982+384.8% |
| Admin fee / account holder | $283 | $10,807-97.4% | $9,309-97.0% | $11,246-97.5% |