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 | $43,395 | $156,846-72.3% | $121,098-64.2% | $139,434-68.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 1474.56%-1460.7pp | 985.75%-971.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,678 | $5,536+2.6% | $4,164+36.4% | $4,751+19.5% |
| Participant deferral / active EE | $7,500 | $4,844+54.8% | $4,080+83.8% | $6,710+11.8% |
| Admin fee / account holder | $243 | $6,946-96.5% | $5,644-95.7% | $11,403-97.9% |