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 | $83,427 | $227,553-63.3% | $189,557-56.0% | $167,490-50.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.40% | 78.40%-66.0pp | 64.17%-51.8pp | 478.56%-466.2pp |
| Employer contribution / active EE | $20,999 | $5,316+295.0% | $4,412+375.9% | $4,837+334.1% |
| Participant deferral / active EE | $7,339 | $7,002+4.8% | $6,174+18.9% | $6,341+15.7% |
| Admin fee / account holder | $134 | $11,878-98.9% | $9,807-98.6% | $12,309-98.9% |