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 | $24,976 | $107,334-76.7% | $92,893-73.1% | $152,861-83.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 54.87% | 145.58%-90.7pp | 109.41%-54.5pp | 345.32%-290.4pp |
| Employer contribution / active EE | $7,464 | $4,221+76.8% | $3,653+104.3% | $4,762+56.7% |
| Participant deferral / active EE | $13,061 | $4,845+169.6% | $4,236+208.3% | $5,850+123.3% |
| Admin fee / account holder | $13 | $7,079-99.8% | $5,794-99.8% | $11,596-99.9% |