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 3-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 | $32,430 | $78,520-58.7% | $96,576-66.4% | $82,448-60.7% |
| Participation rate | 86.7% | 77.7%+8.9pp | 81.4%+5.2pp | 68.1%+18.6pp |
| Annual return | 333.99% | 41.30%+292.7pp | 38.47%+295.5pp | 41.64%+292.4pp |
| Employer contribution / active EE | $4,918 | $2,630+87.0% | $3,553+38.4% | $2,551+92.8% |
| Participant deferral / active EE | $8,467 | $6,754+25.4% | $7,956+6.4% | $4,139+104.6% |
| Admin fee / account holder | $31 | $13,455-99.8% | $11,381-99.7% | $7,234-99.6% |