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 | $26,607 | $106,890-75.1% | $84,015-68.3% | $152,861-82.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 10.79% | 104.99%-94.2pp | 71.31%-60.5pp | 345.32%-334.5pp |
| Employer contribution / active EE | $9,474 | $2,734+246.5% | $1,983+377.7% | $4,762+98.9% |
| Participant deferral / active EE | $10,189 | $4,011+154.0% | $3,239+214.6% | $5,850+74.2% |
| Admin fee / account holder | $26 | $8,285-99.7% | $6,101-99.6% | $11,596-99.8% |