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 | $25,498 | $105,998-75.9% | $92,233-72.4% | $147,584-82.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.26% | 50.05%-31.8pp | 176.28%-158.0pp | 578.55%-560.3pp |
| Employer contribution / active EE | $1,311 | $4,333-69.7% | $3,679-64.4% | $4,876-73.1% |
| Participant deferral / active EE | $8,504 | $4,478+89.9% | $3,897+118.2% | $5,439+56.4% |
| Admin fee / account holder | $40 | $6,332-99.4% | $5,194-99.2% | $10,885-99.6% |