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 | $37,212 | $118,849-68.7% | $96,562-61.5% | $167,490-77.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 15.15% | 50.49%-35.3pp | 37.78%-22.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $6,783 | $3,120+117.4% | $2,356+187.8% | $4,837+40.2% |
| Participant deferral / active EE | $4,566 | $4,616-1.1% | $3,849+18.6% | $6,341-28.0% |
| Admin fee / account holder | $88 | $8,065-98.9% | $6,181-98.6% | $12,309-99.3% |