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 | $41,430 | $107,334-61.4% | $92,893-55.4% | $152,861-72.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.46% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $6,134 | $4,221+45.3% | $3,653+67.9% | $4,762+28.8% |
| Participant deferral / active EE | $7,981 | $4,845+64.7% | $4,236+88.4% | $5,850+36.4% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |