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 | $19,447 | $107,934-82.0% | $91,989-78.9% | $152,861-87.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.61% | 89.24%-63.6pp | 69.02%-43.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $6,126 | $4,210+45.5% | $3,452+77.5% | $4,762+28.6% |
| Participant deferral / active EE | $4,121 | $6,364-35.2% | $5,923-30.4% | $5,850-29.6% |
| Admin fee / account holder | $237 | $10,520-97.7% | $7,743-96.9% | $11,596-98.0% |