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 7-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 | $12,389 | $77,419-84.0% | $69,455-82.2% | $152,861-91.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 179.94% | 39.06%+140.9pp | 28.97%+151.0pp | 345.32%-165.4pp |
| Employer contribution / active EE | $3,609 | $3,315+8.9% | $2,779+29.9% | $4,762-24.2% |
| Participant deferral / active EE | $7,744 | $4,414+75.5% | $3,535+119.0% | $5,850+32.4% |
| Admin fee / account holder | $109 | $6,207-98.2% | $3,839-97.2% | $11,596-99.1% |