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 | $17,549 | $107,334-83.7% | $92,893-81.1% | $152,861-88.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 37.30% | 145.58%-108.3pp | 109.41%-72.1pp | 345.32%-308.0pp |
| Employer contribution / active EE | $2,443 | $4,221-42.1% | $3,653-33.1% | $4,762-48.7% |
| Participant deferral / active EE | $9,938 | $4,845+105.1% | $4,236+134.6% | $5,850+69.9% |
| Admin fee / account holder | $300 | $7,079-95.8% | $5,794-94.8% | $11,596-97.4% |