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 | $30,284 | $124,281-75.6% | $109,143-72.3% | $167,490-81.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 34.70% | 26.04%+8.7pp | 25.75%+9.0pp | 478.56%-443.9pp |
| Employer contribution / active EE | $1,300 | $4,207-69.1% | $3,722-65.1% | $4,837-73.1% |
| Participant deferral / active EE | $17,504 | $5,255+233.1% | $4,653+276.2% | $6,341+176.0% |
| Admin fee / account holder | $171 | $7,970-97.9% | $6,752-97.5% | $12,309-98.6% |