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 | $20,737 | $112,881-81.6% | $90,951-77.2% | $158,922-87.0% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 99.68% | 215.79%-116.1pp | 134.60%-34.9pp | 302.83%-203.1pp |
| Employer contribution / active EE | $2,410 | $2,893-16.7% | $2,122+13.6% | $4,761-49.4% |
| Participant deferral / active EE | $11,298 | $4,128+173.7% | $3,373+235.0% | $5,982+88.9% |
| Admin fee / account holder | $25 | $8,041-99.7% | $5,959-99.6% | $11,246-99.8% |