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 | $15,299 | $102,966-85.1% | $90,281-83.1% | $152,861-90.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 150.93% | 95.16%+55.8pp | 78.10%+72.8pp | 345.32%-194.4pp |
| Employer contribution / active EE | $2,845 | $3,139-9.4% | $2,854-0.3% | $4,762-40.3% |
| Participant deferral / active EE | $3,987 | $4,281-6.9% | $3,885+2.6% | $5,850-31.8% |
| Admin fee / account holder | $32 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |