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 | $104,234 | $149,040-30.1% | $120,225-13.3% | $137,256-24.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 20.02% | 605.68%-585.7pp | 439.23%-419.2pp | 220.34%-200.3pp |
| Employer contribution / active EE | $8,147 | $4,350+87.3% | $3,475+134.4% | $4,156+96.0% |
| Participant deferral / active EE | $9,352 | $4,655+100.9% | $3,999+133.9% | $6,407+46.0% |
| Admin fee / account holder | $19 | $6,348-99.7% | $5,696-99.7% | $12,270-99.8% |