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 | $44,682 | $96,635-53.8% | $86,612-48.4% | $139,434-68.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.55% | 106.41%-80.9pp | 591.07%-565.5pp | 372.94%-347.4pp |
| Employer contribution / active EE | $4,405 | $3,263+35.0% | $3,022+45.7% | $4,751-7.3% |
| Participant deferral / active EE | $1,972 | $4,836-59.2% | $4,438-55.6% | $6,710-70.6% |
| Admin fee / account holder | $15 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |