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 10-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 | $13,671 | $69,518-80.3% | $59,878-77.2% | $135,375-89.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 52.89% | 7.94%+44.9pp | 3.46%+49.4pp | 519.73%-466.8pp |
| Employer contribution / active EE | $877 | $3,235-72.9% | $2,722-67.8% | $4,779-81.6% |
| Participant deferral / active EE | $877 | $4,206-79.1% | $3,402-74.2% | $5,609-84.4% |
| Admin fee / account holder | $4 | $5,734-99.9% | $3,590-99.9% | $10,827-100.0% |