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 | $26,456 | $48,046-44.9% | $84,611-68.7% | $72,985-63.8% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 36.74% | 37.38%-0.6pp | 258.74%-222.0pp | 81.00%-44.3pp |
| Employer contribution / active EE | $3,755 | $1,602+134.4% | $2,652+41.6% | $2,440+53.9% |
| Participant deferral / active EE | $2,311 | $2,680-13.8% | $3,899-40.7% | $3,607-35.9% |
| Admin fee / account holder | $9 | $3,395-99.7% | $4,912-99.8% | $5,124-99.8% |