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 | $12,814 | $102,966-87.6% | $90,281-85.8% | $152,861-91.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 36.86% | 95.16%-58.3pp | 78.10%-41.2pp | 345.32%-308.5pp |
| Employer contribution / active EE | $1,759 | $3,139-43.9% | $2,854-38.4% | $4,762-63.1% |
| Participant deferral / active EE | $4,398 | $4,281+2.7% | $3,885+13.2% | $5,850-24.8% |
| Admin fee / account holder | $39 | $6,171-99.4% | $5,351-99.3% | $11,596-99.7% |