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 6-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 | $32,860 | $150,187-78.1% | $120,354-72.7% | $145,922-77.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.95% | 154.07%-144.1pp | 107.15%-97.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,550 | $4,348-41.3% | $3,463-26.4% | $4,660-45.3% |
| Participant deferral / active EE | $3,809 | $6,173-38.3% | $4,991-23.7% | $6,688-43.1% |
| Admin fee / account holder | $263 | $12,207-97.8% | $9,423-97.2% | $13,397-98.0% |