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 | $25,184 | $107,334-76.5% | $92,893-72.9% | $152,861-83.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.52% | 145.58%-124.1pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $6,334 | $4,221+50.0% | $3,653+73.4% | $4,762+33.0% |
| Participant deferral / active EE | $3,618 | $4,845-25.3% | $4,236-14.6% | $5,850-38.2% |
| Admin fee / account holder | $41 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |