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 6-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 | $36,418 | $154,117-76.4% | $129,995-72.0% | $139,434-73.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.12% | 32.48%-18.4pp | -137.18%+151.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,448 | $5,289-15.9% | $4,320+3.0% | $4,751-6.4% |
| Participant deferral / active EE | $7,532 | $6,710+12.3% | $5,820+29.4% | $6,710+12.3% |
| Admin fee / account holder | $88 | $14,007-99.4% | $10,614-99.2% | $11,403-99.2% |