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 | $37,523 | $102,966-63.6% | $90,281-58.4% | $152,861-75.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.04% | 95.16%-75.1pp | 78.10%-58.1pp | 345.32%-325.3pp |
| Employer contribution / active EE | $6,257 | $3,139+99.4% | $2,854+119.2% | $4,762+31.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $169 | $6,171-97.3% | $5,351-96.8% | $11,596-98.5% |