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 | $53,884 | $202,432-73.4% | $169,368-68.2% | $139,434-61.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.38% | 531.74%-510.4pp | 405.60%-384.2pp | 372.94%-351.6pp |
| Employer contribution / active EE | $1,974 | $4,692-57.9% | $4,013-50.8% | $4,751-58.4% |
| Participant deferral / active EE | $19,836 | $6,938+185.9% | $6,221+218.8% | $6,710+195.6% |
| Admin fee / account holder | $80 | $10,708-99.3% | $9,003-99.1% | $11,403-99.3% |