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 9-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 | $43,901 | $96,305-54.4% | $80,569-45.5% | $139,434-68.5% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 18.19% | 1350.08%-1331.9pp | 935.43%-917.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $5,596 | $3,262+71.5% | $2,723+105.5% | $4,751+17.8% |
| Participant deferral / active EE | $2,964 | $5,232-43.3% | $4,447-33.4% | $6,710-55.8% |
| Admin fee / account holder | $183 | $6,599-97.2% | $5,377-96.6% | $11,403-98.4% |