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 6-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 | $46,351 | $124,185-62.7% | $108,410-57.2% | $167,490-72.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.80% | 1379.64%-1360.8pp | 905.27%-886.5pp | 478.56%-459.8pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $19,500 | $6,908+182.3% | $6,563+197.1% | $6,341+207.5% |
| Admin fee / account holder | $159 | $9,455-98.3% | $7,295-97.8% | $12,309-98.7% |