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 6-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 | $11,476 | $96,635-88.1% | $86,612-86.8% | $139,434-91.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.94% | 106.41%-86.5pp | 591.07%-571.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,395 | $3,263-57.3% | $3,022-53.9% | $4,751-70.6% |
| Participant deferral / active EE | $1,883 | $4,836-61.1% | $4,438-57.6% | $6,710-71.9% |
| Admin fee / account holder | $29 | $6,408-99.6% | $5,614-99.5% | $11,403-99.7% |