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 | $14,062 | $102,966-86.3% | $90,281-84.4% | $152,861-90.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 24.46% | 95.16%-70.7pp | 78.10%-53.6pp | 345.32%-320.9pp |
| Employer contribution / active EE | $3,469 | $3,139+10.5% | $2,854+21.5% | $4,762-27.2% |
| Participant deferral / active EE | $3,425 | $4,281-20.0% | $3,885-11.9% | $5,850-41.5% |
| Admin fee / account holder | $99 | $6,171-98.4% | $5,351-98.1% | $11,596-99.1% |