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 | $41,979 | $118,849-64.7% | $96,562-56.5% | $167,490-74.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.27% | 50.49%-35.2pp | 37.78%-22.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $5,348 | $3,120+71.4% | $2,356+127.0% | $4,837+10.6% |
| Participant deferral / active EE | $12,809 | $4,616+177.5% | $3,849+232.8% | $6,341+102.0% |
| Admin fee / account holder | $202 | $8,065-97.5% | $6,181-96.7% | $12,309-98.4% |