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 | $34,116 | $107,934-68.4% | $91,989-62.9% | $152,861-77.7% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.44% | 89.24%-63.8pp | 69.02%-43.6pp | 345.32%-319.9pp |
| Employer contribution / active EE | $6,605 | $4,210+56.9% | $3,452+91.3% | $4,762+38.7% |
| Participant deferral / active EE | $2,764 | $6,364-56.6% | $5,923-53.3% | $5,850-52.8% |
| Admin fee / account holder | $59 | $10,520-99.4% | $7,743-99.2% | $11,596-99.5% |