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 | $17,003 | $115,770-85.3% | $101,248-83.2% | $158,922-89.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 22.65% | 56.14%-33.5pp | 46.47%-23.8pp | 302.83%-280.2pp |
| Employer contribution / active EE | $1,751 | $4,175-58.1% | $3,660-52.2% | $4,761-63.2% |
| Participant deferral / active EE | $5,529 | $4,957+11.5% | $4,370+26.5% | $5,982-7.6% |
| Admin fee / account holder | $87 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |