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 | $17,251 | $107,334-83.9% | $92,893-81.4% | $152,861-88.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 13.30% | 145.58%-132.3pp | 109.41%-96.1pp | 345.32%-332.0pp |
| Employer contribution / active EE | $7,726 | $4,221+83.0% | $3,653+111.5% | $4,762+62.2% |
| Participant deferral / active EE | $5,065 | $4,845+4.5% | $4,236+19.6% | $5,850-13.4% |
| Admin fee / account holder | $179 | $7,079-97.5% | $5,794-96.9% | $11,596-98.5% |