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 | $57,588 | $42,383+35.9% | $76,523-24.7% | $64,186-10.3% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 383.55% | -16.54%+400.1pp | -0.27%+383.8pp | 7.63%+375.9pp |
| Employer contribution / active EE | $6,329 | $1,563+304.8% | $2,647+139.1% | $2,381+165.8% |
| Participant deferral / active EE | $6,642 | $2,566+158.8% | $3,835+73.2% | $3,470+91.4% |
| Admin fee / account holder | $290 | $3,198-90.9% | $4,848-94.0% | $4,888-94.1% |