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 | $9,910 | $109,817-91.0% | $98,442-89.9% | $167,490-94.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 25.58% | 1956.69%-1931.1pp | 1492.73%-1467.1pp | 478.56%-453.0pp |
| Employer contribution / active EE | $2,158 | $3,224-33.1% | $2,960-27.1% | $4,837-55.4% |
| Participant deferral / active EE | $3,773 | $4,673-19.3% | $4,276-11.8% | $6,341-40.5% |
| Admin fee / account holder | $16 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |