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 | $19,048 | $104,907-81.8% | $84,611-77.5% | $152,861-87.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.89% | 373.79%-351.9pp | 258.74%-236.9pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,214 | $3,302-32.9% | $2,652-16.5% | $4,762-53.5% |
| Participant deferral / active EE | $2,698 | $4,688-42.4% | $3,899-30.8% | $5,850-53.9% |
| Admin fee / account holder | $15 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |