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 8-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 | $18,417 | $107,334-82.8% | $92,893-80.2% | $152,861-88.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 90.37% | 145.58%-55.2pp | 109.41%-19.0pp | 345.32%-255.0pp |
| Employer contribution / active EE | $3,611 | $4,221-14.5% | $3,653-1.2% | $4,762-24.2% |
| Participant deferral / active EE | $10,924 | $4,845+125.5% | $4,236+157.9% | $5,850+86.7% |
| Admin fee / account holder | $3 | $7,079-100.0% | $5,794-99.9% | $11,596-100.0% |