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 | $28,345 | $152,587-81.4% | $125,175-77.4% | $152,861-81.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 63.95% | 54.84%+9.1pp | 43.79%+20.2pp | 345.32%-281.4pp |
| Employer contribution / active EE | $2,999 | $4,946-39.4% | $3,865-22.4% | $4,762-37.0% |
| Participant deferral / active EE | $6,538 | $5,868+11.4% | $4,937+32.4% | $5,850+11.8% |
| Admin fee / account holder | $41 | $13,434-99.7% | $9,702-99.6% | $11,596-99.6% |