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 7-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 | $12,968 | $158,398-91.8% | $126,539-89.8% | $142,382-90.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 15.26% | 593.76%-578.5pp | 425.95%-410.7pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,030 | $4,650-77.9% | $3,674-72.0% | $4,299-76.1% |
| Participant deferral / active EE | $11,750 | $4,767+146.5% | $4,083+187.8% | $6,507+80.6% |
| Admin fee / account holder | $114 | $6,918-98.4% | $6,065-98.1% | $12,624-99.1% |