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 | $41,676 | $118,849-64.9% | $96,562-56.8% | $167,490-75.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.05% | 50.49%-28.4pp | 37.78%-15.7pp | 478.56%-456.5pp |
| Employer contribution / active EE | $2,790 | $3,120-10.6% | $2,356+18.4% | $4,837-42.3% |
| Participant deferral / active EE | $9,638 | $4,616+108.8% | $3,849+150.4% | $6,341+52.0% |
| Admin fee / account holder | $194 | $8,065-97.6% | $6,181-96.9% | $12,309-98.4% |