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 9-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 | $10,024 | $109,817-90.9% | $98,442-89.8% | $167,490-94.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 25.10% | 1956.69%-1931.6pp | 1492.73%-1467.6pp | 478.56%-453.5pp |
| Employer contribution / active EE | $1,041 | $3,224-67.7% | $2,960-64.8% | $4,837-78.5% |
| Participant deferral / active EE | $4,246 | $4,673-9.1% | $4,276-0.7% | $6,341-33.0% |
| Admin fee / account holder | $8 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |