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 | $29,206 | $96,484-69.7% | $75,886-61.5% | $152,861-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 25.76% | 33.98%-8.2pp | 30.76%-5.0pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,749 | $3,309-16.9% | $2,500+9.9% | $4,762-42.3% |
| Participant deferral / active EE | $10,814 | $4,553+137.5% | $3,603+200.2% | $5,850+84.9% |
| Admin fee / account holder | $177 | $8,078-97.8% | $5,418-96.7% | $11,596-98.5% |