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 | $28,324 | $116,175-75.6% | $93,606-69.7% | $152,861-81.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 22.11% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,292 | $3,218-28.8% | $2,718-15.7% | $4,762-51.9% |
| Participant deferral / active EE | $7,876 | $4,603+71.1% | $4,069+93.6% | $5,850+34.6% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |