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 | $28,384 | $142,405-80.1% | $115,157-75.4% | $152,861-81.4% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 21.99% | 41.48%-19.5pp | 35.60%-13.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $9,118 | $4,010+127.4% | $3,179+186.9% | $4,762+91.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,168-100.0% | $5,850-100.0% |
| Admin fee / account holder | $9 | $8,462-99.9% | $7,088-99.9% | $11,596-99.9% |