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 8-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 | $47,007 | $102,966-54.3% | $90,281-47.9% | $152,861-69.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.67% | 95.16%-79.5pp | 78.10%-62.4pp | 345.32%-329.7pp |
| Employer contribution / active EE | $16,351 | $3,139+420.9% | $2,854+472.8% | $4,762+243.3% |
| Participant deferral / active EE | $1,646 | $4,281-61.5% | $3,885-57.6% | $5,850-71.9% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |