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 9-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 | $15,146 | $107,934-86.0% | $91,989-83.5% | $152,861-90.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 709.94% | 89.24%+620.7pp | 69.02%+640.9pp | 345.32%+364.6pp |
| Employer contribution / active EE | $2,169 | $4,210-48.5% | $3,452-37.2% | $4,762-54.4% |
| Participant deferral / active EE | $2,176 | $6,364-65.8% | $5,923-63.3% | $5,850-62.8% |
| Admin fee / account holder | $89 | $10,520-99.2% | $7,743-98.8% | $11,596-99.2% |