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 7-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 | $22,119 | $102,616-78.4% | $81,983-73.0% | $158,922-86.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.18% | 61.04%-42.9pp | 41.31%-23.1pp | 302.83%-284.6pp |
| Employer contribution / active EE | $4,745 | $3,240+46.4% | $2,498+89.9% | $4,761-0.3% |
| Participant deferral / active EE | $3,250 | $4,648-30.1% | $3,722-12.7% | $5,982-45.7% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |