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 | $9,942 | $102,966-90.3% | $90,281-89.0% | $152,861-93.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 25.37% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,787 | $3,139-43.1% | $2,854-37.4% | $4,762-62.5% |
| Participant deferral / active EE | $1,856 | $4,281-56.7% | $3,885-52.2% | $5,850-68.3% |
| Admin fee / account holder | $107 | $6,171-98.3% | $5,351-98.0% | $11,596-99.1% |