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 9-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 | $24,628 | $96,484-74.5% | $75,886-67.5% | $152,861-83.9% |
| Participation rate | 86.7% | 76.2%+10.5pp | 69.3%+17.4pp | 82.4%+4.2pp |
| Annual return | 20.44% | 33.98%-13.5pp | 30.76%-10.3pp | 345.32%-324.9pp |
| Employer contribution / active EE | $3,766 | $3,309+13.8% | $2,500+50.6% | $4,762-20.9% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,850-100.0% |
| Admin fee / account holder | $16 | $8,078-99.8% | $5,418-99.7% | $11,596-99.9% |