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 | $20,485 | $124,185-83.5% | $108,410-81.1% | $167,490-87.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 47.26% | 1379.64%-1332.4pp | 905.27%-858.0pp | 478.56%-431.3pp |
| Employer contribution / active EE | $1,684 | $4,187-59.8% | $3,558-52.7% | $4,837-65.2% |
| Participant deferral / active EE | $8,392 | $6,908+21.5% | $6,563+27.9% | $6,341+32.3% |
| Admin fee / account holder | $65 | $9,455-99.3% | $7,295-99.1% | $12,309-99.5% |