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 7-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 | $53,412 | $84,696-36.9% | $75,696-29.4% | $167,490-68.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 28.42% | 199.36%-170.9pp | 104.53%-76.1pp | 478.56%-450.1pp |
| Employer contribution / active EE | $6,644 | $3,230+105.7% | $2,743+142.2% | $4,837+37.3% |
| Participant deferral / active EE | $7,304 | $4,580+59.5% | $3,821+91.1% | $6,341+15.2% |
| Admin fee / account holder | $154 | $5,355-97.1% | $3,619-95.7% | $12,309-98.7% |