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 | $36,181 | $77,813-53.5% | $123,544-70.7% | $64,186-43.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 466.70% | 12.48%+454.2pp | 119.20%+347.5pp | 7.63%+459.1pp |
| Employer contribution / active EE | $9,016 | $3,014+199.2% | $4,628+94.8% | $2,381+278.7% |
| Participant deferral / active EE | $3,843 | $5,240-26.7% | $6,426-40.2% | $3,470+10.8% |
| Admin fee / account holder | $270 | $5,519-95.1% | $9,284-97.1% | $4,888-94.5% |