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 | $100,024 | $755,339-86.8% | $379,746-73.7% | $158,922-37.1% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 18.96% | 53.41%-34.5pp | 34.90%-15.9pp | 302.83%-283.9pp |
| Employer contribution / active EE | $3,600 | $4,685-23.2% | $3,540+1.7% | $4,761-24.4% |
| Participant deferral / active EE | $26,000 | $7,938+227.6% | $6,024+331.6% | $5,982+334.6% |
| Admin fee / account holder | $20 | $14,482-99.9% | $7,927-99.7% | $11,246-99.8% |