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 | $32,733 | $118,849-72.5% | $96,562-66.1% | $167,490-80.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.58% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,112 | $3,120-32.3% | $2,356-10.4% | $4,837-56.3% |
| Participant deferral / active EE | $4,703 | $4,616+1.9% | $3,849+22.2% | $6,341-25.8% |
| Admin fee / account holder | $90 | $8,065-98.9% | $6,181-98.5% | $12,309-99.3% |