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 | $40,549 | $109,982-63.1% | $97,226-58.3% | $145,922-72.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.85% | 242.90%-231.1pp | 75.13%-63.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $8,253 | $3,084+167.6% | $2,729+202.4% | $4,660+77.1% |
| Participant deferral / active EE | $12,186 | $4,676+160.6% | $4,264+185.8% | $6,688+82.2% |
| Admin fee / account holder | $39 | $6,221-99.4% | $5,654-99.3% | $13,397-99.7% |