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 | $37,840 | $118,450-68.1% | $98,439-61.6% | $139,434-72.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.49% | 18.94%+2.6pp | 21.16%+0.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,763 | $3,609-23.4% | $3,048-9.3% | $4,751-41.8% |
| Participant deferral / active EE | $8,354 | $5,392+54.9% | $4,738+76.3% | $6,710+24.5% |
| Admin fee / account holder | $29 | $14,026-99.8% | $8,948-99.7% | $11,403-99.7% |