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 | $39,377 | $117,983-66.6% | $101,794-61.3% | $142,382-72.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.28% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,243 | $2,773-19.1% | $2,289-2.0% | $4,299-47.8% |
| Participant deferral / active EE | $4,368 | $4,714-7.3% | $4,084+6.9% | $6,507-32.9% |
| Admin fee / account holder | $7 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |