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 7-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 | $81,923 | $155,788-47.4% | $124,672-34.3% | $167,490-51.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.40% | 17.97%+0.4pp | 5142.93%-5124.5pp | 478.56%-460.2pp |
| Employer contribution / active EE | $1,275 | $4,163-69.4% | $3,324-61.6% | $4,837-73.6% |
| Participant deferral / active EE | $10,945 | $5,673+92.9% | $4,614+137.2% | $6,341+72.6% |
| Admin fee / account holder | $7 | $9,531-99.9% | $7,493-99.9% | $12,309-99.9% |