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 | $36,536 | $150,187-75.7% | $120,354-69.6% | $145,922-75.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 11.78% | 154.07%-142.3pp | 107.15%-95.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,504 | $4,348-65.4% | $3,463-56.6% | $4,660-67.7% |
| Participant deferral / active EE | $1,774 | $6,173-71.3% | $4,991-64.5% | $6,688-73.5% |
| Admin fee / account holder | $18 | $12,207-99.9% | $9,423-99.8% | $13,397-99.9% |