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 7-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 | $33,633 | $115,770-70.9% | $101,248-66.8% | $158,922-78.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.69% | 56.14%-38.5pp | 46.47%-28.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,773 | $4,175-33.6% | $3,660-24.2% | $4,761-41.8% |
| Participant deferral / active EE | $14,570 | $4,957+193.9% | $4,370+233.4% | $5,982+143.6% |
| Admin fee / account holder | $20 | $7,245-99.7% | $5,945-99.7% | $11,246-99.8% |