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 | $19,617 | $102,966-80.9% | $90,281-78.3% | $152,861-87.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.07% | 95.16%-67.1pp | 78.10%-50.0pp | 345.32%-317.3pp |
| Employer contribution / active EE | $1,669 | $3,139-46.8% | $2,854-41.5% | $4,762-64.9% |
| Participant deferral / active EE | $6,153 | $4,281+43.7% | $3,885+58.4% | $5,850+5.2% |
| Admin fee / account holder | $183 | $6,171-97.0% | $5,351-96.6% | $11,596-98.4% |