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 | $21,887 | $111,754-80.4% | $103,333-78.8% | $145,922-85.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 136.14% | 24.77%+111.4pp | 24.88%+111.3pp | 561.29%-425.1pp |
| Employer contribution / active EE | $4,105 | $4,212-2.5% | $3,868+6.1% | $4,660-11.9% |
| Participant deferral / active EE | $6,082 | $5,619+8.2% | $5,057+20.3% | $6,688-9.1% |
| Admin fee / account holder | $32 | $9,750-99.7% | $8,355-99.6% | $13,397-99.8% |