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 | $18,798 | $104,907-82.1% | $84,611-77.8% | $152,861-87.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 28.87% | 373.79%-344.9pp | 258.74%-229.9pp | 345.32%-316.4pp |
| Employer contribution / active EE | $10,257 | $3,302+210.7% | $2,652+286.7% | $4,762+115.4% |
| Participant deferral / active EE | $6,100 | $4,688+30.1% | $3,899+56.5% | $5,850+4.3% |
| Admin fee / account holder | $15 | $6,241-99.8% | $4,912-99.7% | $11,596-99.9% |