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 6-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 | $16,787 | $124,185-86.5% | $108,410-84.5% | $167,490-90.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.14% | 1379.64%-1361.5pp | 905.27%-887.1pp | 478.56%-460.4pp |
| Employer contribution / active EE | $1,547 | $4,187-63.1% | $3,558-56.5% | $4,837-68.0% |
| Participant deferral / active EE | $5,762 | $6,908-16.6% | $6,563-12.2% | $6,341-9.1% |
| Admin fee / account holder | $9 | $9,455-99.9% | $7,295-99.9% | $12,309-99.9% |