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 | $44,216 | $111,814-60.5% | $93,654-52.8% | $145,959-69.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.34% | 203.30%-190.0pp | 133.34%-120.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $600 | $3,092-80.6% | $2,421-75.2% | $4,661-87.1% |
| Participant deferral / active EE | $1,300 | $4,914-73.5% | $4,413-70.5% | $6,689-80.6% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |