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 | $61,980 | $84,696-26.8% | $75,696-18.1% | $167,490-63.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 24.10% | 199.36%-175.3pp | 104.53%-80.4pp | 478.56%-454.5pp |
| Employer contribution / active EE | $5,666 | $3,230+75.4% | $2,743+106.6% | $4,837+17.1% |
| Participant deferral / active EE | $19,500 | $4,580+325.8% | $3,821+410.3% | $6,341+207.5% |
| Admin fee / account holder | $40 | $5,355-99.3% | $3,619-98.9% | $12,309-99.7% |