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 | $14,295 | $102,966-86.1% | $90,281-84.2% | $152,861-90.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.89% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $6,822 | $3,139+117.4% | $2,854+139.0% | $4,762+43.3% |
| Participant deferral / active EE | $8,000 | $4,281+86.9% | $3,885+105.9% | $5,850+36.7% |
| Admin fee / account holder | $15 | $6,171-99.8% | $5,351-99.7% | $11,596-99.9% |