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 | $53,533 | $102,966-48.0% | $90,281-40.7% | $152,861-65.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 28.74% | 95.16%-66.4pp | 78.10%-49.4pp | 345.32%-316.6pp |
| Employer contribution / active EE | $6,381 | $3,139+103.3% | $2,854+123.5% | $4,762+34.0% |
| Participant deferral / active EE | $10,150 | $4,281+137.1% | $3,885+161.2% | $5,850+73.5% |
| Admin fee / account holder | $49 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |