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 | $22,517 | $156,846-85.6% | $121,098-81.4% | $139,434-83.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.05% | 1474.56%-1455.5pp | 985.75%-966.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,750 | $5,536-32.3% | $4,164-9.9% | $4,751-21.1% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,080-100.0% | $6,710-100.0% |
| Admin fee / account holder | $168 | $6,946-97.6% | $5,644-97.0% | $11,403-98.5% |