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 7-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 | $10,284 | $108,642-90.5% | $74,701-86.2% | $152,861-93.3% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 15.70% | 114.06%-98.4pp | 752.92%-737.2pp | 345.32%-329.6pp |
| Employer contribution / active EE | $2,903 | $1,503+93.2% | $1,084+167.9% | $4,762-39.0% |
| Participant deferral / active EE | $1,233 | $2,712-54.5% | $1,964-37.2% | $5,850-78.9% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |