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 | $10,207 | $108,172-90.6% | $77,482-86.8% | $158,922-93.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 109.10% | 31.67%+77.4pp | 54.79%+54.3pp | 302.83%-193.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $7,702 | $2,456+213.6% | $1,861+313.8% | $5,982+28.8% |
| Admin fee / account holder | $21 | $3,708-99.4% | $2,858-99.3% | $11,246-99.8% |