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 8-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 | $93,750 | $157,256-40.4% | $141,162-33.6% | $152,861-38.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 17.99% | 64.32%-46.3pp | 71.39%-53.4pp | 345.32%-327.3pp |
| Employer contribution / active EE | $8,762 | $5,261+66.5% | $4,735+85.0% | $4,762+84.0% |
| Participant deferral / active EE | $10,914 | $7,109+53.5% | $6,709+62.7% | $5,850+86.6% |
| Admin fee / account holder | $127 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |