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 | $24,551 | $115,770-78.8% | $101,248-75.8% | $158,922-84.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 41.64% | 56.14%-14.5pp | 46.47%-4.8pp | 302.83%-261.2pp |
| Employer contribution / active EE | $11,432 | $4,175+173.9% | $3,660+212.4% | $4,761+140.1% |
| Participant deferral / active EE | $1,412 | $4,957-71.5% | $4,370-67.7% | $5,982-76.4% |
| Admin fee / account holder | $190 | $7,245-97.4% | $5,945-96.8% | $11,246-98.3% |