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 | $15,712 | $102,966-84.7% | $90,281-82.6% | $152,861-89.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 138.10% | 95.16%+42.9pp | 78.10%+60.0pp | 345.32%-207.2pp |
| Employer contribution / active EE | $3,815 | $3,139+21.5% | $2,854+33.7% | $4,762-19.9% |
| Participant deferral / active EE | $9,357 | $4,281+118.5% | $3,885+140.8% | $5,850+59.9% |
| Admin fee / account holder | $73 | $6,171-98.8% | $5,351-98.6% | $11,596-99.4% |