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 | $33,821 | $156,846-78.4% | $121,098-72.1% | $139,434-75.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.30% | 1474.56%-1463.3pp | 985.75%-974.4pp | 372.94%-361.6pp |
| Employer contribution / active EE | $11,802 | $5,536+113.2% | $4,164+183.5% | $4,751+148.4% |
| Participant deferral / active EE | $6,750 | $4,844+39.3% | $4,080+65.5% | $6,710+0.6% |
| Admin fee / account holder | $182 | $6,946-97.4% | $5,644-96.8% | $11,403-98.4% |