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 6-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 | $51,309 | $84,696-39.4% | $75,696-32.2% | $167,490-69.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.69% | 199.36%-182.7pp | 104.53%-87.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $11,809 | $3,230+265.6% | $2,743+330.6% | $4,837+144.1% |
| Participant deferral / active EE | $11,165 | $4,580+143.8% | $3,821+192.2% | $6,341+76.1% |
| Admin fee / account holder | $217 | $5,355-95.9% | $3,619-94.0% | $12,309-98.2% |