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 | $19,307 | $96,305-80.0% | $80,569-76.0% | $139,434-86.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 33.24% | 1350.08%-1316.8pp | 935.43%-902.2pp | 372.94%-339.7pp |
| Employer contribution / active EE | $6,725 | $3,262+106.2% | $2,723+146.9% | $4,751+41.6% |
| Participant deferral / active EE | $3,399 | $5,232-35.0% | $4,447-23.6% | $6,710-49.3% |
| Admin fee / account holder | $138 | $6,599-97.9% | $5,377-97.4% | $11,403-98.8% |