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 | $48,009 | $109,982-56.3% | $97,226-50.6% | $145,922-67.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.65% | 242.90%-226.3pp | 75.13%-58.5pp | 561.29%-544.6pp |
| Employer contribution / active EE | $1,925 | $3,084-37.6% | $2,729-29.5% | $4,660-58.7% |
| Participant deferral / active EE | $2,702 | $4,676-42.2% | $4,264-36.6% | $6,688-59.6% |
| Admin fee / account holder | $80 | $6,221-98.7% | $5,654-98.6% | $13,397-99.4% |