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 8-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 | $14,718 | $102,966-85.7% | $90,281-83.7% | $152,861-90.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.63% | 95.16%-65.5pp | 78.10%-48.5pp | 345.32%-315.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,603 | $4,281+54.2% | $3,885+70.0% | $5,850+12.9% |
| Admin fee / account holder | $46 | $6,171-99.3% | $5,351-99.1% | $11,596-99.6% |