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 | $29,841 | $70,756-57.8% | $65,493-54.4% | $142,382-79.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 174.78% | 1754.89%-1580.1pp | 982.45%-807.7pp | 217.08%-42.3pp |
| Employer contribution / active EE | $1,808 | $2,881-37.2% | $2,574-29.8% | $4,299-57.9% |
| Participant deferral / active EE | $4,120 | $4,637-11.2% | $3,961+4.0% | $6,507-36.7% |
| Admin fee / account holder | $130 | $6,559-98.0% | $5,028-97.4% | $12,624-99.0% |