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 | $27,316 | $108,172-74.7% | $77,482-64.7% | $158,922-82.8% |
| Participation rate | 85.7% | 64.4%+21.3pp | 54.2%+31.5pp | 82.0%+3.8pp |
| Annual return | 18.86% | 31.67%-12.8pp | 54.79%-35.9pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,862 | $1,325+40.6% | $986+88.8% | $4,761-60.9% |
| Participant deferral / active EE | $3,638 | $2,456+48.1% | $1,861+95.5% | $5,982-39.2% |
| Admin fee / account holder | $3 | $3,708-99.9% | $2,858-99.9% | $11,246-100.0% |