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 | $11,013 | $95,561-88.5% | $77,163-85.7% | $139,434-92.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.93% | 54.92%-44.0pp | 37.87%-26.9pp | 372.94%-362.0pp |
| Employer contribution / active EE | $3,829 | $3,147+21.7% | $2,535+51.1% | $4,751-19.4% |
| Participant deferral / active EE | $0 | $4,624-100.0% | $3,833-100.0% | $6,710-100.0% |
| Admin fee / account holder | $58 | $8,295-99.3% | $5,472-98.9% | $11,403-99.5% |