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 5-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 | $35,860 | $100,773-64.4% | $88,946-59.7% | $142,382-74.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.60% | 70.18%-48.6pp | 57.82%-36.2pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,321 | $2,918-20.4% | $2,555-9.2% | $4,299-46.0% |
| Participant deferral / active EE | $7,285 | $5,230+39.3% | $4,581+59.0% | $6,507+11.9% |
| Admin fee / account holder | $65 | $9,693-99.3% | $8,261-99.2% | $12,624-99.5% |