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 | $61,359 | $96,305-36.3% | $80,569-23.8% | $139,434-56.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.75% | 1350.08%-1331.3pp | 935.43%-916.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $5,390 | $3,262+65.2% | $2,723+97.9% | $4,751+13.4% |
| Participant deferral / active EE | $11,627 | $5,232+122.2% | $4,447+161.4% | $6,710+73.3% |
| Admin fee / account holder | $276 | $6,599-95.8% | $5,377-94.9% | $11,403-97.6% |