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 | $73,553 | $124,319-40.8% | $111,297-33.9% | $167,490-56.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.31% | 37.44%-24.1pp | 54.65%-41.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $1,613 | $3,435-53.1% | $2,731-41.0% | $4,837-66.7% |
| Participant deferral / active EE | $13,898 | $5,180+168.3% | $4,487+209.7% | $6,341+119.2% |
| Admin fee / account holder | $232 | $10,618-97.8% | $7,964-97.1% | $12,309-98.1% |