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 | $39,297 | $106,890-63.2% | $84,015-53.2% | $152,861-74.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.53% | 104.99%-84.5pp | 71.31%-50.8pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,415 | $2,734-11.7% | $1,983+21.8% | $4,762-49.3% |
| Participant deferral / active EE | $0 | $4,011-100.0% | $3,239-100.0% | $5,850-100.0% |
| Admin fee / account holder | $188 | $8,285-97.7% | $6,101-96.9% | $11,596-98.4% |