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 | $42,169 | $103,376-59.2% | $87,100-51.6% | $152,861-72.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 1308.36% | 28.10%+1280.3pp | 28.19%+1280.2pp | 345.32%+963.0pp |
| Employer contribution / active EE | $2,914 | $3,220-9.5% | $2,521+15.6% | $4,762-38.8% |
| Participant deferral / active EE | $6,139 | $4,778+28.5% | $4,049+51.6% | $5,850+4.9% |
| Admin fee / account holder | $165 | $12,205-98.6% | $7,497-97.8% | $11,596-98.6% |