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 9-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 | $12,623 | $104,907-88.0% | $84,611-85.1% | $152,861-91.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 14.99% | 373.79%-358.8pp | 258.74%-243.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $3,850 | $3,302+16.6% | $2,652+45.2% | $4,762-19.2% |
| Participant deferral / active EE | $1,935 | $4,688-58.7% | $3,899-50.4% | $5,850-66.9% |
| Admin fee / account holder | $0 | $6,241-100.0% | $4,912-100.0% | $11,596-100.0% |