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 | $39,959 | $103,376-61.3% | $87,100-54.1% | $152,861-73.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 19.13% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $12,490 | $3,220+287.8% | $2,521+395.4% | $4,762+162.3% |
| Participant deferral / active EE | $8,141 | $4,778+70.4% | $4,049+101.1% | $5,850+39.2% |
| Admin fee / account holder | $264 | $12,205-97.8% | $7,497-96.5% | $11,596-97.7% |