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 | $56,308 | $103,376-45.5% | $87,100-35.4% | $152,861-63.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.14% | 28.10%+2.0pp | 28.19%+1.9pp | 345.32%-315.2pp |
| Employer contribution / active EE | $6,055 | $3,220+88.0% | $2,521+140.2% | $4,762+27.1% |
| Participant deferral / active EE | $7,676 | $4,778+60.7% | $4,049+89.6% | $5,850+31.2% |
| Admin fee / account holder | $44 | $12,205-99.6% | $7,497-99.4% | $11,596-99.6% |