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 | $83,713 | $100,773-16.9% | $88,946-5.9% | $142,382-41.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.75% | 70.18%-55.4pp | 57.82%-43.1pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,040 | $2,918-30.1% | $2,555-20.2% | $4,299-52.5% |
| Participant deferral / active EE | $3,850 | $5,230-26.4% | $4,581-16.0% | $6,507-40.8% |
| Admin fee / account holder | $13 | $9,693-99.9% | $8,261-99.8% | $12,624-99.9% |