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 7-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 | $161,325 | $96,635+66.9% | $86,612+86.3% | $139,434+15.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.91% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,379 | $3,263-57.8% | $3,022-54.4% | $4,751-71.0% |
| Participant deferral / active EE | $11,250 | $4,836+132.6% | $4,438+153.5% | $6,710+67.7% |
| Admin fee / account holder | $43 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |