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 | $112,500 | $176,812-36.4% | $146,665-23.3% | $167,490-32.8% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 15.65% | 24.03%-8.4pp | 22.74%-7.1pp | 478.56%-462.9pp |
| Employer contribution / active EE | $8,896 | $5,160+72.4% | $4,136+115.1% | $4,837+83.9% |
| Participant deferral / active EE | $11,383 | $6,440+76.8% | $5,506+106.7% | $6,341+79.5% |
| Admin fee / account holder | $17 | $13,259-99.9% | $10,280-99.8% | $12,309-99.9% |