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 6-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 | $35,631 | $156,846-77.3% | $121,098-70.6% | $139,434-74.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 10.21% | 1474.56%-1464.3pp | 985.75%-975.5pp | 372.94%-362.7pp |
| Employer contribution / active EE | $5,707 | $5,536+3.1% | $4,164+37.1% | $4,751+20.1% |
| Participant deferral / active EE | $8,732 | $4,844+80.3% | $4,080+114.0% | $6,710+30.1% |
| Admin fee / account holder | $192 | $6,946-97.2% | $5,644-96.6% | $11,403-98.3% |