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 | $36,066 | $102,604-64.8% | $86,188-58.2% | $139,434-74.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 14.65% | 1922.51%-1907.9pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,659 | $3,032-12.3% | $2,380+11.7% | $4,751-44.0% |
| Participant deferral / active EE | $3,688 | $4,676-21.1% | $3,985-7.5% | $6,710-45.0% |
| Admin fee / account holder | $18 | $8,657-99.8% | $6,852-99.7% | $11,403-99.8% |