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 | $12,927 | $104,907-87.7% | $84,611-84.7% | $152,861-91.5% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 35.32% | 373.79%-338.5pp | 258.74%-223.4pp | 345.32%-310.0pp |
| Employer contribution / active EE | $1,695 | $3,302-48.6% | $2,652-36.1% | $4,762-64.4% |
| Participant deferral / active EE | $4,690 | $4,6880% | $3,899+20.3% | $5,850-19.8% |
| Admin fee / account holder | $4 | $6,241-99.9% | $4,912-99.9% | $11,596-100.0% |