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 | $13,825 | $101,283-86.4% | $75,826-81.8% | $135,375-89.8% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 22.52% | 3384.62%-3362.1pp | 1914.15%-1891.6pp | 519.73%-497.2pp |
| Employer contribution / active EE | $1,608 | $2,382-32.5% | $1,913-15.9% | $4,779-66.3% |
| Participant deferral / active EE | $8,025 | $3,469+131.3% | $2,862+180.4% | $5,609+43.1% |
| Admin fee / account holder | $4 | $6,539-99.9% | $4,726-99.9% | $10,827-100.0% |