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 | $64,298 | $185,822-65.4% | $169,993-62.2% | $139,434-53.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 93.33% | 60.50%+32.8pp | 53.37%+40.0pp | 372.94%-279.6pp |
| Employer contribution / active EE | $2,910 | $7,590-61.7% | $6,785-57.1% | $4,751-38.7% |
| Participant deferral / active EE | $10,421 | $11,622-10.3% | $10,408+0.1% | $6,710+55.3% |
| Admin fee / account holder | $20 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |