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 | $57,247 | $109,817-47.9% | $98,442-41.8% | $167,490-65.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.41% | 1956.69%-1929.3pp | 1492.73%-1465.3pp | 478.56%-451.1pp |
| Employer contribution / active EE | $4,345 | $3,224+34.8% | $2,960+46.8% | $4,837-10.2% |
| Participant deferral / active EE | $7,417 | $4,673+58.7% | $4,276+73.4% | $6,341+17.0% |
| Admin fee / account holder | $18 | $6,753-99.7% | $5,949-99.7% | $12,309-99.9% |