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 8-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 | $44,513 | $176,056-74.7% | $159,436-72.1% | $167,490-73.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.13% | 331.75%-313.6pp | 263.57%-245.4pp | 478.56%-460.4pp |
| Employer contribution / active EE | $3,479 | $5,297-34.3% | $4,829-28.0% | $4,837-28.1% |
| Participant deferral / active EE | $10,000 | $7,750+29.0% | $7,352+36.0% | $6,341+57.7% |
| Admin fee / account holder | $186 | $12,554-98.5% | $10,799-98.3% | $12,309-98.5% |