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 6-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 | $15,030 | $114,047-86.8% | $96,139-84.4% | $167,490-91.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 49.83% | 189.88%-140.1pp | 191.94%-142.1pp | 478.56%-428.7pp |
| Employer contribution / active EE | $2,094 | $3,427-38.9% | $2,797-25.1% | $4,837-56.7% |
| Participant deferral / active EE | $14,859 | $5,194+186.1% | $4,349+241.7% | $6,341+134.3% |
| Admin fee / account holder | $137 | $6,897-98.0% | $5,537-97.5% | $12,309-98.9% |