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 | $36,531 | $107,934-66.2% | $91,989-60.3% | $152,861-76.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.89% | 89.24%-66.4pp | 69.02%-46.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,285 | $4,210-69.5% | $3,452-62.8% | $4,762-73.0% |
| Participant deferral / active EE | $8,925 | $6,364+40.2% | $5,923+50.7% | $5,850+52.6% |
| Admin fee / account holder | $15 | $10,520-99.9% | $7,743-99.8% | $11,596-99.9% |