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 8-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 | $27,131 | $104,907-74.1% | $84,611-67.9% | $152,861-82.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 13.19% | 373.79%-360.6pp | 258.74%-245.6pp | 345.32%-332.1pp |
| Employer contribution / active EE | $14,532 | $3,302+340.2% | $2,652+447.9% | $4,762+205.2% |
| Participant deferral / active EE | $4,110 | $4,688-12.3% | $3,899+5.4% | $5,850-29.8% |
| Admin fee / account holder | $105 | $6,241-98.3% | $4,912-97.9% | $11,596-99.1% |