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 | $32,667 | $108,642-69.9% | $74,701-56.3% | $152,861-78.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 26.81% | 114.06%-87.3pp | 752.92%-726.1pp | 345.32%-318.5pp |
| Employer contribution / active EE | $613 | $1,503-59.2% | $1,084-43.5% | $4,762-87.1% |
| Participant deferral / active EE | $9,348 | $2,712+244.6% | $1,964+376.0% | $5,850+59.8% |
| Admin fee / account holder | $113 | $4,902-97.7% | $3,333-96.6% | $11,596-99.0% |