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 7-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 | $27,751 | $100,773-72.5% | $88,946-68.8% | $142,382-80.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.24% | 70.18%-49.9pp | 57.82%-37.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,616 | $2,918-10.3% | $2,555+2.4% | $4,299-39.2% |
| Participant deferral / active EE | $4,577 | $5,230-12.5% | $4,581-0.1% | $6,507-29.7% |
| Admin fee / account holder | $164 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |