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 | $37,231 | $124,319-70.1% | $111,297-66.5% | $167,490-77.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 16.05% | 37.44%-21.4pp | 54.65%-38.6pp | 478.56%-462.5pp |
| Employer contribution / active EE | $9,167 | $3,435+166.8% | $2,731+235.7% | $4,837+89.5% |
| Participant deferral / active EE | $3,848 | $5,180-25.7% | $4,487-14.2% | $6,341-39.3% |
| Admin fee / account holder | $12 | $10,618-99.9% | $7,964-99.8% | $12,309-99.9% |