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 | $25,125 | $107,334-76.6% | $92,893-73.0% | $152,861-83.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 36.72% | 145.58%-108.9pp | 109.41%-72.7pp | 345.32%-308.6pp |
| Employer contribution / active EE | $10,258 | $4,221+143.0% | $3,653+180.8% | $4,762+115.4% |
| Participant deferral / active EE | $8,536 | $4,845+76.2% | $4,236+101.5% | $5,850+45.9% |
| Admin fee / account holder | $16 | $7,079-99.8% | $5,794-99.7% | $11,596-99.9% |