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 | $39,981 | $111,724-64.2% | $93,606-57.3% | $145,922-72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.39% | 202.98%-192.6pp | 133.20%-122.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $4,146 | $3,090+34.2% | $2,420+71.3% | $4,660-11.0% |
| Participant deferral / active EE | $4,978 | $4,912+1.4% | $4,411+12.9% | $6,688-25.6% |
| Admin fee / account holder | $8 | $10,250-99.9% | $8,285-99.9% | $13,397-99.9% |