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 | $55,185 | $165,335-66.6% | $149,696-63.1% | $158,922-65.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.28% | 348.15%-324.9pp | 276.60%-253.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $4,141 | $5,103-18.8% | $4,644-10.8% | $4,761-13.0% |
| Participant deferral / active EE | $21,249 | $7,181+195.9% | $6,842+210.6% | $5,982+255.2% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |