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 4-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 | $73,640 | $100,773-26.9% | $88,946-17.2% | $142,382-48.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.17% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $940 | $2,918-67.8% | $2,555-63.2% | $4,299-78.1% |
| Participant deferral / active EE | $15,001 | $5,230+186.8% | $4,581+227.4% | $6,507+130.5% |
| Admin fee / account holder | $112 | $9,693-98.8% | $8,261-98.6% | $12,624-99.1% |