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 | $16,522 | $95,561-82.7% | $77,163-78.6% | $139,434-88.2% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.38% | 54.92%-38.5pp | 37.87%-21.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $6,897 | $3,147+119.1% | $2,535+172.1% | $4,751+45.2% |
| Participant deferral / active EE | $3,172 | $4,624-31.4% | $3,833-17.3% | $6,710-52.7% |
| Admin fee / account holder | $113 | $8,295-98.6% | $5,472-97.9% | $11,403-99.0% |