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 8-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 | $17,222 | $104,907-83.6% | $84,611-79.6% | $152,861-88.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 22.92% | 373.79%-350.9pp | 258.74%-235.8pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,942 | $3,302-41.2% | $2,652-26.8% | $4,762-59.2% |
| Participant deferral / active EE | $5,034 | $4,688+7.4% | $3,899+29.1% | $5,850-13.9% |
| Admin fee / account holder | $171 | $6,241-97.3% | $4,912-96.5% | $11,596-98.5% |