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 | $65,856 | $159,934-58.8% | $147,005-55.2% | $145,959-54.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.58% | 98.24%-83.7pp | 418.76%-404.2pp | 561.95%-547.4pp |
| Employer contribution / active EE | $4,290 | $5,287-18.9% | $4,934-13.1% | $4,661-8.0% |
| Participant deferral / active EE | $8,552 | $8,427+1.5% | $8,070+6.0% | $6,689+27.9% |
| Admin fee / account holder | $137 | $15,053-99.1% | $13,006-98.9% | $13,398-99.0% |