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 | $15,370 | $107,015-85.6% | $73,545-79.1% | $147,584-89.6% |
| Participation rate | 90.0% | 66.4%+23.6pp | 54.9%+35.1pp | 82.8%+7.2pp |
| Annual return | 581.62% | 38.25%+543.4pp | -15.16%+596.8pp | 578.55%+3.1pp |
| Employer contribution / active EE | $3,219 | $1,760+82.9% | $1,219+164.1% | $4,876-34.0% |
| Participant deferral / active EE | $6,232 | $2,462+153.1% | $1,806+245.0% | $5,439+14.6% |
| Admin fee / account holder | $87 | $3,055-97.2% | $2,320-96.3% | $10,885-99.2% |