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 | $25,233 | $114,047-77.9% | $96,139-73.8% | $167,490-84.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 14.66% | 189.88%-175.2pp | 191.94%-177.3pp | 478.56%-463.9pp |
| Employer contribution / active EE | $2,202 | $3,427-35.7% | $2,797-21.3% | $4,837-54.5% |
| Participant deferral / active EE | $5,886 | $5,194+13.3% | $4,349+35.3% | $6,341-7.2% |
| Admin fee / account holder | $129 | $6,897-98.1% | $5,537-97.7% | $12,309-98.9% |