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 | $16,414 | $102,966-84.1% | $90,281-81.8% | $152,861-89.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 44.18% | 95.16%-51.0pp | 78.10%-33.9pp | 345.32%-301.1pp |
| Employer contribution / active EE | $2,698 | $3,139-14.0% | $2,854-5.5% | $4,762-43.3% |
| Participant deferral / active EE | $7,071 | $4,281+65.1% | $3,885+82.0% | $5,850+20.9% |
| Admin fee / account holder | $55 | $6,171-99.1% | $5,351-99.0% | $11,596-99.5% |