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 | $38,507 | $112,881-65.9% | $90,951-57.7% | $158,922-75.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 24.18% | 215.79%-191.6pp | 134.60%-110.4pp | 302.83%-278.6pp |
| Employer contribution / active EE | $1,061 | $2,893-63.3% | $2,122-50.0% | $4,761-77.7% |
| Participant deferral / active EE | $19,500 | $4,128+372.4% | $3,373+478.1% | $5,982+226.0% |
| Admin fee / account holder | $283 | $8,041-96.5% | $5,959-95.3% | $11,246-97.5% |