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 | $46,177 | $127,264-63.7% | $109,895-58.0% | $167,490-72.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 7.99% | 22.97%-15.0pp | 29.45%-21.5pp | 478.56%-470.6pp |
| Employer contribution / active EE | $6,593 | $3,322+98.5% | $2,842+132.0% | $4,837+36.3% |
| Participant deferral / active EE | $15,167 | $4,514+236.0% | $4,048+274.7% | $6,341+139.2% |
| Admin fee / account holder | $16 | $7,114-99.8% | $6,066-99.7% | $12,309-99.9% |