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 7-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 | $24,953 | $118,849-79.0% | $96,562-74.2% | $167,490-85.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.10% | 50.49%-36.4pp | 37.78%-23.7pp | 478.56%-464.5pp |
| Employer contribution / active EE | $9,908 | $3,120+217.6% | $2,356+320.5% | $4,837+104.8% |
| Participant deferral / active EE | $10,400 | $4,616+125.3% | $3,849+170.2% | $6,341+64.0% |
| Admin fee / account holder | $55 | $8,065-99.3% | $6,181-99.1% | $12,309-99.6% |