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 8-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 | $44,115 | $150,187-70.6% | $120,354-63.3% | $145,922-69.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.42% | 154.07%-142.6pp | 107.15%-95.7pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,462 | $4,348-66.4% | $3,463-57.8% | $4,660-68.6% |
| Participant deferral / active EE | $11,347 | $6,173+83.8% | $4,991+127.3% | $6,688+69.7% |
| Admin fee / account holder | $165 | $12,207-98.6% | $9,423-98.2% | $13,397-98.8% |