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 | $43,358 | $106,515-59.3% | $96,683-55.2% | $139,434-68.9% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 27.67% | 38.43%-10.8pp | 35.69%-8.0pp | 372.94%-345.3pp |
| Employer contribution / active EE | $8,655 | $4,103+111.0% | $3,737+131.6% | $4,751+82.2% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,878-100.0% | $6,710-100.0% |
| Admin fee / account holder | $7 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |