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 | $36,362 | $99,020-63.3% | $86,590-58.0% | $147,584-75.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.91% | 1312.34%-1299.4pp | 964.84%-951.9pp | 578.55%-565.6pp |
| Employer contribution / active EE | $9,077 | $3,132+189.8% | $2,839+219.7% | $4,876+86.1% |
| Participant deferral / active EE | $1,818 | $3,972-54.2% | $3,609-49.6% | $5,439-66.6% |
| Admin fee / account holder | $8 | $5,710-99.9% | $4,906-99.8% | $10,885-99.9% |