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 | $21,089 | $109,982-80.8% | $97,226-78.3% | $145,922-85.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.62% | 242.90%-228.3pp | 75.13%-60.5pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,233 | $3,084+4.8% | $2,729+18.5% | $4,660-30.6% |
| Participant deferral / active EE | $4,700 | $4,676+0.5% | $4,264+10.2% | $6,688-29.7% |
| Admin fee / account holder | $9 | $6,221-99.9% | $5,654-99.8% | $13,397-99.9% |