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 | $95,190 | $52,681+80.7% | $75,781+25.6% | $59,632+59.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.36% | 2.95%-2.6pp | 9.68%-9.3pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $5,539 | $2,193+152.5% | $3,323+66.7% | $2,203+151.5% |
| Participant deferral / active EE | $6,647 | $2,591+156.6% | $3,651+82.0% | $3,192+108.3% |
| Admin fee / account holder | $3 | $3,610-99.9% | $5,299-99.9% | $4,297-99.9% |