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 | $15,623 | $108,642-85.6% | $74,701-79.1% | $152,861-89.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 17.24% | 114.06%-96.8pp | 752.92%-735.7pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,307 | $1,503-13.1% | $1,084+20.6% | $4,762-72.6% |
| Participant deferral / active EE | $4,309 | $2,712+58.9% | $1,964+119.4% | $5,850-26.4% |
| Admin fee / account holder | $83 | $4,902-98.3% | $3,333-97.5% | $11,596-99.3% |