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 | $34,994 | $102,966-66.0% | $90,281-61.2% | $152,861-77.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 47.23% | 95.16%-47.9pp | 78.10%-30.9pp | 345.32%-298.1pp |
| Employer contribution / active EE | $8,308 | $3,139+164.7% | $2,854+191.0% | $4,762+74.4% |
| Participant deferral / active EE | $6,178 | $4,281+44.3% | $3,885+59.0% | $5,850+5.6% |
| Admin fee / account holder | $158 | $6,171-97.4% | $5,351-97.0% | $11,596-98.6% |