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 4-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 | $10,021 | $96,635-89.6% | $86,612-88.4% | $139,434-92.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.74% | 106.41%-90.7pp | 591.07%-575.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,205 | $3,263-63.1% | $3,022-60.1% | $4,751-74.6% |
| Participant deferral / active EE | $1,737 | $4,836-64.1% | $4,438-60.9% | $6,710-74.1% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |