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 | $11,237 | $108,642-89.7% | $74,701-85.0% | $152,861-92.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 35.79% | 114.06%-78.3pp | 752.92%-717.1pp | 345.32%-309.5pp |
| Employer contribution / active EE | $1,867 | $1,503+24.2% | $1,084+72.3% | $4,762-60.8% |
| Participant deferral / active EE | $4,543 | $2,712+67.5% | $1,964+131.4% | $5,850-22.3% |
| Admin fee / account holder | $101 | $4,902-97.9% | $3,333-97.0% | $11,596-99.1% |