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 | $45,825 | $144,119-68.2% | $117,854-61.1% | $147,584-69.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.06% | 531.15%-509.1pp | 335.08%-313.0pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,310 | $4,896-73.2% | $3,786-65.4% | $4,876-73.1% |
| Participant deferral / active EE | $9,660 | $5,316+81.7% | $4,482+115.5% | $5,439+77.6% |
| Admin fee / account holder | $18 | $10,886-99.8% | $8,020-99.8% | $10,885-99.8% |