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 | $13,694 | $102,966-86.7% | $90,281-84.8% | $152,861-91.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 26.85% | 95.16%-68.3pp | 78.10%-51.2pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,310 | $3,139-58.3% | $2,854-54.1% | $4,762-72.5% |
| Participant deferral / active EE | $5,964 | $4,281+39.3% | $3,885+53.5% | $5,850+2.0% |
| Admin fee / account holder | $108 | $6,171-98.2% | $5,351-98.0% | $11,596-99.1% |