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 4-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 | $36,534 | $109,982-66.8% | $97,226-62.4% | $145,922-75.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.42% | 242.90%-229.5pp | 75.13%-61.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,342 | $3,084-24.1% | $2,729-14.2% | $4,660-49.7% |
| Participant deferral / active EE | $9,524 | $4,676+103.7% | $4,264+123.4% | $6,688+42.4% |
| Admin fee / account holder | $276 | $6,221-95.6% | $5,654-95.1% | $13,397-97.9% |