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 | $46,699 | $124,319-62.4% | $111,297-58.0% | $167,490-72.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 33.72% | 37.44%-3.7pp | 54.65%-20.9pp | 478.56%-444.8pp |
| Employer contribution / active EE | $19,198 | $3,435+458.8% | $2,731+603.0% | $4,837+296.9% |
| Participant deferral / active EE | $12,857 | $5,180+148.2% | $4,487+186.5% | $6,341+102.8% |
| Admin fee / account holder | $15 | $10,618-99.9% | $7,964-99.8% | $12,309-99.9% |