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 | $24,242 | $100,773-75.9% | $88,946-72.7% | $142,382-83.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.67% | 70.18%-48.5pp | 57.82%-36.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $4,764 | $2,918+63.3% | $2,555+86.5% | $4,299+10.8% |
| Participant deferral / active EE | $8,273 | $5,230+58.2% | $4,581+80.6% | $6,507+27.1% |
| Admin fee / account holder | $80 | $9,693-99.2% | $8,261-99.0% | $12,624-99.4% |