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 | $26,591 | $107,934-75.4% | $91,989-71.1% | $152,861-82.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 33.00% | 89.24%-56.2pp | 69.02%-36.0pp | 345.32%-312.3pp |
| Employer contribution / active EE | $2,119 | $4,210-49.7% | $3,452-38.6% | $4,762-55.5% |
| Participant deferral / active EE | $10,549 | $6,364+65.8% | $5,923+78.1% | $5,850+80.3% |
| Admin fee / account holder | $92 | $10,520-99.1% | $7,743-98.8% | $11,596-99.2% |