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 | $54,184 | $107,934-49.8% | $91,989-41.1% | $152,861-64.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 33.94% | 89.24%-55.3pp | 69.02%-35.1pp | 345.32%-311.4pp |
| Employer contribution / active EE | $12,845 | $4,210+205.1% | $3,452+272.1% | $4,762+169.7% |
| Participant deferral / active EE | $11,094 | $6,364+74.3% | $5,923+87.3% | $5,850+89.6% |
| Admin fee / account holder | $66 | $10,520-99.4% | $7,743-99.2% | $11,596-99.4% |