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 | $116,008 | $159,901-27.5% | $146,958-21.1% | $145,922-20.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.81% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.5pp |
| Employer contribution / active EE | $4,746 | $5,286-10.2% | $4,933-3.8% | $4,660+1.9% |
| Participant deferral / active EE | $10,795 | $8,428+28.1% | $8,070+33.8% | $6,688+61.4% |
| Admin fee / account holder | $138 | $15,044-99.1% | $12,998-98.9% | $13,397-99.0% |