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 5-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 | $33,310 | $105,126-68.3% | $94,646-64.8% | $139,434-76.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 27.31% | 38.03%-10.7pp | 156.71%-129.4pp | 372.94%-345.6pp |
| Employer contribution / active EE | $7,321 | $4,106+78.3% | $3,672+99.4% | $4,751+54.1% |
| Participant deferral / active EE | $12,691 | $7,599+67.0% | $7,418+71.1% | $6,710+89.1% |
| Admin fee / account holder | $38 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |