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 7-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 | $90,786 | $157,256-42.3% | $141,162-35.7% | $152,861-40.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.50% | 64.32%-27.8pp | 71.39%-34.9pp | 345.32%-308.8pp |
| Employer contribution / active EE | $44,469 | $5,261+745.3% | $4,735+839.1% | $4,762+833.8% |
| Participant deferral / active EE | $15,944 | $7,109+124.3% | $6,709+137.7% | $5,850+172.5% |
| Admin fee / account holder | $216 | $12,120-98.2% | $10,261-97.9% | $11,596-98.1% |