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 | $21,843 | $96,635-77.4% | $86,612-74.8% | $139,434-84.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.12% | 106.41%-86.3pp | 591.07%-571.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,995 | $3,263-38.9% | $3,022-34.0% | $4,751-58.0% |
| Participant deferral / active EE | $3,354 | $4,836-30.7% | $4,438-24.4% | $6,710-50.0% |
| Admin fee / account holder | $188 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |