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 | $54,863 | $99,652-44.9% | $78,778-30.4% | $147,584-62.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 11.58% | 47.28%-35.7pp | 35.62%-24.0pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,367 | $2,796-51.1% | $1,986-31.2% | $4,876-72.0% |
| Participant deferral / active EE | $2,409 | $3,664-34.2% | $2,958-18.6% | $5,439-55.7% |
| Admin fee / account holder | $20 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |