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 | $23,944 | $197,825-87.9% | $155,790-84.6% | $125,391-80.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.88% | 86.74%-85.9pp | 71.54%-70.7pp | 282.22%-281.3pp |
| Employer contribution / active EE | $10,261 | $4,847+111.7% | $3,836+167.5% | $4,866+110.9% |
| Participant deferral / active EE | $9,000 | $5,630+59.9% | $4,797+87.6% | $5,352+68.2% |
| Admin fee / account holder | $197 | $9,545-97.9% | $7,478-97.4% | $9,540-97.9% |