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 8-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 | $15,350 | $102,966-85.1% | $90,281-83.0% | $152,861-90.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 22.70% | 95.16%-72.5pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,494 | $3,139-52.4% | $2,854-47.7% | $4,762-68.6% |
| Participant deferral / active EE | $5,968 | $4,281+39.4% | $3,885+53.6% | $5,850+2.0% |
| Admin fee / account holder | $58 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |