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 9-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 | $27,941 | $96,635-71.1% | $86,612-67.7% | $139,434-80.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.64% | 106.41%-89.8pp | 591.07%-574.4pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,410 | $3,263-56.8% | $3,022-53.3% | $4,751-70.3% |
| Participant deferral / active EE | $5,288 | $4,836+9.3% | $4,438+19.2% | $6,710-21.2% |
| Admin fee / account holder | $123 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |