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 | $11,891 | $108,642-89.1% | $74,701-84.1% | $152,861-92.2% |
| Participation rate | 71.4% | 65.3%+6.1pp | 54.5%+17.0pp | 82.4%-11.0pp |
| Annual return | 28.56% | 114.06%-85.5pp | 752.92%-724.4pp | 345.32%-316.8pp |
| Employer contribution / active EE | $511 | $1,503-66.0% | $1,084-52.8% | $4,762-89.3% |
| Participant deferral / active EE | $4,016 | $2,712+48.1% | $1,964+104.5% | $5,850-31.4% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |