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 | $44,824 | $104,907-57.3% | $84,611-47.0% | $152,861-70.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 35.67% | 373.79%-338.1pp | 258.74%-223.1pp | 345.32%-309.6pp |
| Employer contribution / active EE | $13,211 | $3,302+300.2% | $2,652+398.1% | $4,762+177.4% |
| Participant deferral / active EE | $16,667 | $4,688+255.5% | $3,899+327.5% | $5,850+184.9% |
| Admin fee / account holder | $161 | $6,241-97.4% | $4,912-96.7% | $11,596-98.6% |