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 4-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 | $31,093 | $111,724-72.2% | $93,606-66.8% | $145,922-78.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.70% | 202.98%-193.3pp | 133.20%-123.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,775 | $3,090+22.2% | $2,420+56.0% | $4,660-19.0% |
| Participant deferral / active EE | $7,681 | $4,912+56.4% | $4,411+74.1% | $6,688+14.8% |
| Admin fee / account holder | $118 | $10,250-98.9% | $8,285-98.6% | $13,397-99.1% |