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 | $35,285 | $100,773-65.0% | $88,946-60.3% | $142,382-75.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.60% | 70.18%-56.6pp | 57.82%-44.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $5,974 | $2,918+104.8% | $2,555+133.8% | $4,299+39.0% |
| Participant deferral / active EE | $2,782 | $5,230-46.8% | $4,581-39.3% | $6,507-57.2% |
| Admin fee / account holder | $8 | $9,693-99.9% | $8,261-99.9% | $12,624-99.9% |