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 | $12,577 | $102,966-87.8% | $90,281-86.1% | $152,861-91.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 37.31% | 95.16%-57.9pp | 78.10%-40.8pp | 345.32%-308.0pp |
| Employer contribution / active EE | $3,480 | $3,139+10.9% | $2,854+21.9% | $4,762-26.9% |
| Participant deferral / active EE | $4,140 | $4,281-3.3% | $3,885+6.6% | $5,850-29.2% |
| Admin fee / account holder | $34 | $6,171-99.4% | $5,351-99.4% | $11,596-99.7% |