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 | $36,563 | $209,336-82.5% | $197,124-81.5% | $137,256-73.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.75% | 48.09%-28.3pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,511 | $6,591-77.1% | $6,227-75.7% | $4,156-63.6% |
| Participant deferral / active EE | $4,412 | $9,614-54.1% | $9,135-51.7% | $6,407-31.1% |
| Admin fee / account holder | $3 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |