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 | $18,759 | $107,334-82.5% | $92,893-79.8% | $152,861-87.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 126.51% | 145.58%-19.1pp | 109.41%+17.1pp | 345.32%-218.8pp |
| Employer contribution / active EE | $4,262 | $4,221+1.0% | $3,653+16.7% | $4,762-10.5% |
| Participant deferral / active EE | $13,371 | $4,845+176.0% | $4,236+215.6% | $5,850+128.6% |
| Admin fee / account holder | $138 | $7,079-98.1% | $5,794-97.6% | $11,596-98.8% |