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 | $230,537 | $117,841+95.6% | $102,423+125.1% | $145,922+58.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.81% | 31.65%-22.8pp | 29.32%-20.5pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,796 | $3,615-50.3% | $3,023-40.6% | $4,660-61.5% |
| Participant deferral / active EE | $17,650 | $5,731+208.0% | $5,053+249.3% | $6,688+163.9% |
| Admin fee / account holder | $62 | $13,326-99.5% | $9,451-99.3% | $13,397-99.5% |