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 | $11,546 | $108,642-89.4% | $74,701-84.5% | $152,861-92.4% |
| Participation rate | 75.0% | 65.3%+9.7pp | 54.5%+20.5pp | 82.4%-7.4pp |
| Annual return | 41.08% | 114.06%-73.0pp | 752.92%-711.8pp | 345.32%-304.2pp |
| Employer contribution / active EE | $3,670 | $1,503+144.2% | $1,084+238.7% | $4,762-22.9% |
| Participant deferral / active EE | $4,670 | $2,712+72.2% | $1,964+137.8% | $5,850-20.2% |
| Admin fee / account holder | $56 | $4,902-98.9% | $3,333-98.3% | $11,596-99.5% |