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 | $37,245 | $88,710-58.0% | $81,783-54.5% | $145,959-74.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.96% | 1027.26%-1010.3pp | 775.05%-758.1pp | 561.95%-545.0pp |
| Employer contribution / active EE | $2,382 | $3,083-22.7% | $2,913-18.2% | $4,661-48.9% |
| Participant deferral / active EE | $4,194 | $4,645-9.7% | $4,320-2.9% | $6,689-37.3% |
| Admin fee / account holder | $199 | $8,407-97.6% | $7,380-97.3% | $13,398-98.5% |